CM
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Cassandra Mcpherson
9 Years of Experience
Omaha, NE
4 DisclosuresBroker
Cassandra Mcpherson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 9 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
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Location
Omaha, NE
Get directionsHistory
Regulatory History (4)
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Judgment / Lien
August 2025Judgment / Lien
July 2025Judgment / Lien
January 2013Judgment / Lien
August 2012Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2025 - Present · 9 mos
Northwestern Mutual Investment Services, LLCBroker
December 2025 - Present · 9 mos
Previous Registrations
Ameritas Advisory Services, LLC
May 2025 - October 2025 · 5 mos
Ameritas Investment Company, LLCBroker
May 2025 - October 2025 · 5 mos
Charles Schwab & CO., INC.
January 2022 - February 2025 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2022 - February 2025 · 3 yrs 1 mo
TD Ameritrade, INC.
April 2021 - October 2022 · 1 yr 6 mos
TD Ameritrade Investment Management, LLC
April 2021 - September 2023 · 2 yrs 5 mos
TD Ameritrade, INC.Broker
February 2016 - May 2024 · 8 yrs 3 mos
State Registrations2 states
NEWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.