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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-05-21

Branch Locations

500 E Broward Blvd Ste 2000, Ft Lauderdale, FL 33394 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2011 Present
Northwestern Mutual Investment Services, Llc Seattle WA 10/2012 02/2019
R.O. Stevens And Associates Lakewood WA 01/2008 12/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 Present
Northwestern Mutual Investment Services, Llc Ft Lauderdale FL 02/2019 Present
Flagler Village Crossfit Fort Lauderdale FL 03/2023 Present
  • 12/2011 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2012 → 02/2019
    Seattle, WA
  • 01/2008 → 12/2025
    R.O. Stevens And Associates
    Lakewood, WA
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2019 → Present
    Ft Lauderdale, FL
  • 03/2023 → Present
    Flagler Village Crossfit
    Fort Lauderdale, FL
Other Businesses

1. May earn commissions from from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity, and/or disability income insurance products. 2. COACH, CHARACTERSTRONG, LLC, LOCATION VARIES - WASHINGTON, 98390, UNITED STATES OF AMERICA, NON-BUSINESS RELATED, START DATE: 11/20/2017, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACH FOR THE CHARACTER DEVELOPMENT CURRICULum; 100% owner Grant Stevens Speaking, LLC 3. CROSSFIT TRAINER, FLAGLER VILLAGE CROSSFIT, 616 NW 2ND AVE, FORT LAUDERDALE, , FLORIDA, 33311, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 03/07/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACH - LEADING FITNESS CLASSES 4. OWNER, EGS INSURANCE SERVICES LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 1/28/2026, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-20
S63 Uniform Securities Agent State Law Examination 2013-04-06
  • S65 Uniform Investment Adviser Law Examination
    2015-01-20
  • S63 Uniform Securities Agent State Law Examination
    2013-04-06
Designations

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