RH
ChFC
RH
ChFC

Ross Hoezee

48 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Ross Hoezee is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Grand Rapids, MI, with 48 years of industry experience. Ross 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

333 Bridge St NW, Ste 1200, Grand Rapids, MI, 49504

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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 ActivitiesSells Insurance

Ross may earn commissions from selling various insurance products through non-Northwestern Mutual affiliated companies. Ross also owns STR18, LLC, a legal entity established for business purposes, and serves as a board advisor for Ferris Coffee and Nut Co., dedicating minimal time to this role.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
September 1977 - Present · 48 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
December 1986 - January 2002 · 15 yrs 1 mo
State Registrations30 states
AZCACOCTDEFLGAIAIDILINKSKYLAMIMSNCNJNVNYOHORPASCTXUTVAWAWIWY
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.