Steven Lynch (CRD# 3089723) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Davenport, IA and has over 25 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eli Mcnall | Davenport, IA | Apr 2023 - Current | 1 |
| David Kreiter | Davenport, IA | May 2019 - Current | 4 |
| James Houghton | Davenport, IA | May 2019 - Current | 4 |
| Michael Drymiller | Davenport, IA | May 2019 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2018 - Current | 5 |
| Northwestern Mutual Investment Services LLC | Davenport, IA | Feb 2017 - Current | 7 |
| Northwestern Mutual Insurance Company | Milwaukee, WI | Jun 2018 - May 2019 | < 1 |
| Michael Drymiller | Davenport, IA | Feb 2017 - Jun 2018 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2017 - Jun 2018 | 1 |
| Investment Centers Of America | Kewanee, IL | Oct 2013 - Jan 2017 | 3 |
| Cbs Investments | Kewanee, IA | Nov 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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