Steven Kosnick, financial advisor Middleton WI
93 score

Steven Kosnick

CRD Number: 1221287
Current Firm: Northwestern Mutual Investment Services,llc

Steven Kosnick (CRD# 1221287) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2015 - Current 1
Northwestern Mutual Investment Services, LLC Milwaukee, WI Nov 1983 - Current 33
Northwestern Mutual Life Ins. Wisconsin, WI May 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Steven H. Kosnick
Phone Number: 866-664-7737
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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