Maximilian Flisi
Maximilian Flisi is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Reston, VA, with 3 years of industry experience. Maximilian 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
11790 Sunrise Valley Dr, Ste 200, Reston, VA, 20191
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maximilian is the treasurer of the Dartmouth Club of Washington DC, dedicating minimal time to tracking finances, reporting, and handling taxes/insurance. Maximilian may also earn commissions from insurance companies for selling various insurance products, including life, health, annuity, disability, Medicare, and long-term care insurance.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.