NW
NW

Noah Winstead

4 Years of Experience
Mission Woods, KS
Broker

Noah Winstead is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Mission Woods, KS, with 4 years of industry experience. Noah 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

2000 Shawnee Msn Pkwy, Suite 115, Mission Woods, KS, 66205

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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

Noah plans to start a lifestyle blog called Confused Adults. This non-investment related activity will take a few hours per week.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2024 - Present · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 2024 - Present · 2 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2024 - March 2024 · 2 mos
Charles Schwab & CO., INC.
October 2022 - March 2024 · 1 yr 5 mos
TD Ameritrade, INC.Broker
July 2022 - March 2024 · 1 yr 8 mos
TD Ameritrade, INC.
July 2022 - October 2022 · 3 mos
Park Avenue Securities LLC
November 2021 - January 2022 · 2 mos
Park Avenue Securities LLCBroker
November 2021 - January 2022 · 2 mos
Bankers Life Advisory Services, INC.
July 2021 - November 2021 · 4 mos
Bankers Life Securities, INC.Broker
June 2021 - November 2021 · 5 mos
State Registrations17 states
AZCACOFLIAILKSMNMOMSNEOKSDTXVAWAWI
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.
Noah Winstead - Financial Advisor | TrueAdvisor