Steven Yerkes, financial advisor Waterloo IA
96 score

Steven Yerkes

CRD Number: 5599604
Current Firm: Northwestern Mutual Investment Services,llc

Steven Yerkes (CRD# 5599604) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Waterloo, IA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2016 - Current < 1
Mark Funk Waterloo, IA Feb 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Waterloo, IA Dec 2011 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2015 - Feb 2016 1
Northwestern Mutual Investment Services, LLC Waterloo, IA Sep 2013 - Feb 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2008 - Feb 2016 7
Mike Love Insurance Brokerage Woodland Hills, CA Nov 2009 - Dec 2011 2
Northwestern Mutual Investment Services LLC Bakersfield, CA Mar 2009 - Dec 2011 2
Jim Burke Ford Bakersfield, CA Oct 2006 - Sep 2008 1
Mds Communicating Bakersfield, CA May 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
Contact Info for Steven F. Yerkes
Phone Number: 866-664-7737
Registered State(s):
  • IA
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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