Ines Collazo
Ines Collazo is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Justin, TX, with 5 years of industry experience. Ines 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
Justin, TX
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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.
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Ines is a silent partner in Bree Hill Enterprises/Kimball Agent Partners, LP since 2015, investing in a commercial building. She is also a general partner in Bree Hill Properties, LP since 2004, spending minimal time on collecting rent, accounting, and repairs.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
State Registrations2 states
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.