Stephen Whittemore (CRD# 1175246) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Glastonbury, CT and has over 26 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2012 - Current | 11 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Aug 1984 - Current | 39 |
| Northwestern Mutual Life | Milwaukee, WI | Feb 1980 - Current | 44 |
| Northwestern Mutual Investment Services, LLC | West Hartford, CT | Mar 2009 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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