Theodore EversonCRD 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 9 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.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2008 - Current||9|
|Northwestern Mutual Investment Services, LLC||La Crosse, WI||Jun 2008 - Current||9|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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