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Steven Tucker Greene

Northwestern Mutual Investment Services, LLC

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About Steven Tucker Greene

Steven Tucker Greene is a financial advisor with Northwestern Mutual Investment Services, LLC. Steven Tucker Greene has been in the industry since 1993. Steven Tucker Greene holds Series 7, Series 63, and Series 65 licenses, and has been registered in 43 states. In addition to the services offered by Northwestern Mutual Investment Services, LLC, Steven Tucker Greene also earns commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products. Steven Tucker Greene has a strong record of experience and a commitment to providing clients with sound financial advice.

Firm Information

Steven Greene 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 Greene’s Registration & Firm History

TN

01/01/2025 - Present

Northwestern Mutual Investment Services, LLC (NASHVILLE TN)

AL

02/14/2000 - 07/28/2004

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

04/09/1998 - 02/14/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

GA

03/31/1997 - 04/13/1998

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NY

01/18/1993 - 03/13/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/16/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Tucker Greene. Review regulatory record here.
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