Francisco
Iglesias
Mariner Wealth
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About this Advisor
Francisco Iglesias is a financial advisor based in Nashville, Tennessee, working with Mariner Wealth. Francisco has previously held positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Missouri State University, Webster University, Northwestern Mutual Wealth Management Company, Mariner Wealth Advisors, and Msec, LLC. Francisco has passed the Series 63 regulatory exam and is registered to provide services in Missouri and Tennessee. Currently, Francisco is part of Mariner Wealth, which operates out of Nashville, Tennessee. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Francisco Iglesias Work History
Mariner Wealth Advisors
Msec, LLC
Northwestern Mutual Wealth Management Company
Webster University
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Missouri State University
Disclosures
Please visit the SEC profile of Francisco Iglesias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
