Steven
Thagard

Northwestern Mutual Investment Services, LLC

CRD#1017966
Investment Advisor
in Orlando, FL
Are you Steven Thagard? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Thagard is an advisor in Orlando, Florida. Currently a registered financial advisor at Northwestern Mutual Investment Services, LLC, they have accumulated an impressive 28 years of professional experience. Thagard maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Thagard can work with investors in Florida. Their career trajectory has included roles at Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Northwestern Mutual Investment Services, LLC is located in Orlando, Florida. As an advisor firm, Northwestern Mutual Investment Services, LLC retains more than 1,672 people. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Northwestern Mutual Investment Services, LLC can provide selection of other advisers and other services. The firm's fees may include fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

28 years

Services Offered

Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

1000 Legion Pl Ste 1400
Orlando, FL 32801

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,672

FL Average: 43

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Selection of other advisers
  • Other

Steven Thagard Work History

Steven has 28 years of experience.

2011 - Present (8 years)

Northwestern Mutual Investment Services, LLC

2007 - Present (12 years)

Northwestern Mutual Wealth Management Company

1990 - 2011 (21 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Steven Thagard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started