Stewart Keltner, financial advisor The Woodlands TX
94 score

Stewart Keltner

CRD Number: 6089104
Current Firm: Northwestern Mutual Investment Services,llc
Compensation Model: Both

Stewart Keltner is a financial advisor with Northwestern Mutual's Wealth Management Company. His work with clients helps them secure their financial independence by ensuring that their life plan is the only driver behind their investment strategy.

 

By focusing on the plan instead of guessing which way the markets will jump next, his clients recieve data-driven and plan focused recommendations, rather than flavor of the month product sells.

 

Learn more at Stewart Keltner's website: http://stewartkeltner.nm.com/

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC The Woodlands, TX Sep 2013 - Current 3
Northwestern Mutual Investment Services, LLC The Woodlands, TX Mar 2013 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2012 - Current 4
Banana Republic Austin, TX Jan 2012 - Jul 2012 < 1
University Of Texas Austin, TX Aug 2007 - May 2012 4
Walden Racquet Club Montgomery, TX Oct 2011 - Jan 2012 < 1
University Of Texas Austin, TX Aug 2008 - Jan 2011 2
Jr High And High School Montgomery, TX Mar 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Stewart D. Keltner
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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