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Michael Lionetti

4 Years of Experience
Louisville, KY
Broker

Michael Lionetti is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Louisville, KY, with 4 years of industry experience. Michael 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

140 Whittington Pkwy, Louisville, KY, 40222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael works as an Assistant Event Manager for Fun Masters, delivering and setting up inflatables. This takes a full-time commitment, with a few hours per week spent on trading.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2021 - Present · 4 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
KY
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.