Theodore Everson (CRD# 5541120) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 15 years of experience in the finance industry. Theodore Everson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2008 - Current | 15 |
| Northwestern Mutual Investment Services, LLC | La Crosse, WI | Jun 2008 - Current | 15 |
| Northwestern Mutual Investment Services, LLC | Onalaska, WI | Jul 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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