Theodore Everson, financial advisor Onalaska WI
96 score

Theodore Everson

CRD Number: 5541120
Current Firm: Northwestern Mutual Investment Services,llc

Theodore Everson (CRD# 5541120) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Onalaska, WI and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Current 8
Northwestern Mutual Investment Services, LLC La Crosse, WI Jun 2008 - Current 8
Northwestern Mutual Investment Services, LLC Onalaska, WI Jul 2014 - Mar 2016 1
Onalaska High School Onalaska, WI Mar 2008 - May 2008 < 1
S & S Cycle La Crosse, WI Feb 2008 - Mar 2008 < 1
Uw-la Crosse Document Services La Crosse, WI Sep 2003 - Dec 2007 4
University Of Wisconsin La Crosse La Crosse, WI Jun 2003 - Dec 2007 4
Arctic Glacier Ice Holmen, WI May 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Theodore D. Everson
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
96
Clean Record
This advisor has a clean track record with regulators.

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