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Steven Barton Twitchell

Northwestern Mutual Investment Services, LLC

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About Steven Barton Twitchell

Steven Barton Twitchell is an Investment Advisor Representative with Northwestern Mutual Investment Services, LLC. Steven has been in the securities industry since July 20, 1983. Steven is registered with the state of Connecticut. Steven also holds Series 6, Series 22, Series 63 and SIE licenses. Northwestern Mutual Investment Services, LLC is a registered broker-dealer and investment advisor. Steven has a branch office in Stamford and Bethel, Connecticut. Steven may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.

Firm Information

Steven Twitchell is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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Steven Twitchell’s Registration & Firm History

CT

09/28/2009 - Present

Northwestern Mutual Investment Services, LLC (Stamford CT)

WI

04/04/1984 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 04/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/20/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Barton Twitchell.
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