DZ
DZ

Dane Zeller

3 Years of Experience
Peoria, IL
Broker

Dane Zeller is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Peoria, IL, with 3 years of industry experience. Dane 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

410 Fayette St, Peoria, IL, 61602

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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

Dane's wife co-owns Floral Designs LTD, an interior design business, with her mother, and Dane spends minimal time on it. He also serves as an assistant coach and treasurer for Morton Potters Baseball and is on the Business District Development & Redevelopment Commission, both requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2022 - Present · 3 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
May 2022 - Present · 4 yrs
State Registrations3 states
GAILOK
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.
Dane Zeller - Financial Advisor | TrueAdvisor