Heidi Mengelkoch
Heidi Mengelkoch is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Duluth, MN, with 4 years of industry experience. Heidi 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
11 E Superior St Ste 400, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi serves as the treasurer for the Girl Scouts of Minnesota and Wisconsin Lakes and Pines, a non-profit organization. She dedicates minimal time to this role, participating in finance and audit committee meetings, reviewing financials, and drafting treasurer's reports.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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