Steven
Thagard

Northwestern Mutual Investment Services, LLC

CRD#1017966
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Thagard is a chartered financial consultant working out of Orlando, Florida with a total of 21 years of industry experience. Thagard currently works for Northwestern Mutual Investment Services, LLC. Their career trajectory has included roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Thagard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Northwestern Mutual Investment Services, LLC is a financial advisory firm headquartered in Milwaukee, WI. The firm offers other services. Fees charged by financial advisors usually depend on the financial services offered. Fee types charged by Northwestern Mutual Investment Services, LLC can include fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

21 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

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

2,125

FL Average: 43

Investment Advisory Services

  • Other

Steven Thagard Work History

Steven has been registered as a financial advisor for 21 years.*

2011 - Present (13 years)

Northwestern Mutual Investment Services, LLC

2007 - Present (17 years)

Northwestern Mutual Wealth Management Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Thagard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Seth Rivers
Norwalk, CT
John Rhett
Atlanta, GA
Jenny Charles
Jackson, WY
Garrick Legault
Wilbraham, MA
Justin Mccall
Nashville, TN
Thomas Powers
Vernon Hills, IL
Dawn Hansen
Chesterfield, MO
Ryan Dix
Mishawaka, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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