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Evan Grant Stevens

Northwestern Mutual Investment Services, LLC

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About Evan Grant Stevens

Evan Grant Stevens is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Evan is registered to provide securities and investment advisory services in 26 states and is also registered as an Investment Advisor Representative with the state of Washington. Evan has been working in the financial services industry since 2013 and has experience in providing investment advice and financial planning. Evan's firm, Northwestern Mutual Investment Services, LLC, is a large firm headquartered in Milwaukee, WI. They offer a wide range of financial products and services to individuals, families, and businesses.

Firm Information

Evan Stevens is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

500 E BROWARD BLVD

FT LAUDERDALE, FL 33394

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Evan Stevens’s Registration & Firm History

FL

01/21/2015 - Present

Northwestern Mutual Investment Services, LLC (FT LAUDERDALE FL)

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Licenses & Designations

IA

Issued 1/20/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/6/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/26/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Grant Stevens.
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