JR
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Joseph Reitz

8 Years of Experience
Indianapolis, IN
BrokerSells Insurance

Joseph Reitz is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Indianapolis, IN, with 8 years of industry experience. Joseph 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

600 E 96th St Ste 100, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph is a radio personality providing Colts analysis and has a public speaking business. He may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products, and has ownership stakes in Sun Funded and MMJR Company, LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2018 - Present · 8 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
State Registrations18 states
ALCACOFLGAIAILINKYLAMINCNYOHORSCTNTX
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.