Andrew Kelly Stevens

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2014 → 03/2019
  Northwestern Mutual Investment Services, Llc
  Walnut Creek, CA
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2019 → Present
  Northwestern Mutual Investment Services Llc
  Portland, OR

Other Businesses

1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2) 100% OWNER, 421 MADISON AVE, CARY, NORTH CAROLINA, 27513, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/06/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SOLE 100% OWNER OF PROPERTY 3) 100% OWNER, 612 SAWCUT LANE, APEX, NORTH CAROLINA, 27502, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/06/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, 100% PERCENT OWNER. TENANT AND PROPERTY INTERACTION DELEGATED TO PHOENIX PROPERTY MANAGEMENT OF NORTH CAROLINA 4) OWNER, SUNSET ENTERPRISE, LLC, LEGAL ENTITY, START DATE: 08/14/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-18