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Steven Matthew Kuza

Northwestern Mutual Investment Services, LLC

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About Steven Matthew Kuza

Steven Matthew Kuza is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Steven's office is located in Troy, Michigan. Steven has been in the securities industry since July 25, 2010 and is registered with the state of Michigan as both a broker-dealer and an investment advisor. Steven is also registered as a broker-dealer in 16 other states. Steven is also a licensed insurance agent and may earn commissions from insurance companies not affiliated with Northwestern Mutual. Steven is the 100% owner of SKAD Entertainment, a podcast, and is a host for a dental specific podcast. Steven is the 100% owner of SMKTSM LLC and SMK DNO & Insurance Services LLC, managing director legal entities established for business purposes, investment related. Steven is also the owner/author of SKADCOURAGE.COM. Steven is committed to providing clients with personalized financial advice and guidance.

Firm Information

Steven Kuza 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 Kuza’s Registration & Firm History

MI

11/14/2013 - Present

Northwestern Mutual Investment Services, LLC (TROY MI)

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Licenses & Designations

IA

Issued 11/11/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2010

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 Matthew Kuza.
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