Patrick Leon
Patrick Leon is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Westlake, OH, with 1 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
30311 Clemens Rd, Westlake, OH, 44145
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick works as an agent team member for Kevin Kilfoyle's Insurance Agency, representing State Farm. This service takes about half of Patrick's time.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Foresters Financial Services, INC.Broker
State Registrations1 state
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.