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Aaron Bell

17 Years of Experience
1 DisclosureBrokerSells Insurance

Aaron Bell is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in New York, NY, with 17 years of industry experience. Aaron 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

300 Madison Ave Fl 25, New York, NY, 10017

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History

Regulatory History (1)
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Customer Dispute
June 2024
Settled
Other Business ActivitiesSells Insurance

Aaron may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Bell Coaching Core, coaches a high school ultimate frisbee team (spending nearly full-time hours on this), owns a small percentage of Third Space Brewery, LLC, and has an ownership stake in CPAF 245, LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2009 - Present · 16 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
March 2009 - Present · 17 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.Broker
February 2008 - May 2008 · 3 mos
Cri Securities, LLCBroker
February 2008 - May 2008 · 3 mos
State Registrations32 states
AZCACOCTFLGAHIILINMAMIMNMONCNENHNJNMNVNYOHORPARISCTXUTVAVTWAWIWY
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.