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Richard Freer

3 Years of Experience
Boise, ID
Broker

Richard Freer is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Boise, ID, with 3 years of industry experience. Richard 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

1111 W Jefferson St, Ste 540, Boise, ID, 83702

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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 Activities

Richard owns an online trading card sales business and works as an administrative manager/bookkeeper for a private therapy practice. He dedicates minimal time to each of these non-investment related activities.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
August 2022 - Present · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
State Registrations14 states
AZCACOFLIDKSLAMONMORSCTXUTWA
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.
Richard Freer - Financial Advisor | TrueAdvisor