Steven Thagard, financial advisor Orlando FL
96 score

Steven Thagard

CRD Number: 1017966
Current Firm: Northwestern Mutual Investment Services,llc

Steven Thagard (CRD# 1017966) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Orlando, FL and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Orlando, FL Mar 2011 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Current 9
Northwestern Mutual Investment Services, LLC Tampa, FL Mar 1990 - Feb 2011 20
Northwestern Mutual Investment Services, LLC Winter Park, FL Feb 2005 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Steven M. Thagard
Phone Number: 866-664-7737
Registered State(s):
  • FL
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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