Stephen Dennis Gephart

Current Employers

Employment History

• 03/2010 → 02/2018
  Northwestern Mutual Investment Services Llc
  Philadelphia, PA
• 09/2009 → 02/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2016 → 02/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2018 → Present
  National Life Group
  Media, PA
• 02/2018 → Present
  Equity Services Inc
  Montpelier, VT

Other Businesses

*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUIT3 3007,MEDIA,PA 19063,INV REL,ONGING,01/2018,INSURANCE,AGENT,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, DI AND HEALTH AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP,75%,DURING TRD/HRS*TEACHER'S PENSION AND INSURANCE SERVICES,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,ONGOING,INV REL,02/12/2019,EDUCATING EXISTING EDUCATIONAL PROFESSIONALS ON THEIR RETIREMENT PORTFOLIOS,AGENT,DURING TRD/HRS,50%*CHS FINANCIAL,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,09/08/2020,ONGOING,INV REL,DURING TRD/HR,DBA FOR INSURANCE,OWNER,0%*PENSION EDUCATORS,1400 N PROVIDENCE ROAD,SUTIE 3007 MEDIA,PA 19063,07/01/2022,ONGOING,INV REL,DURING TRD/HRS,AGENT,PENSION AND RETIREMENT PLANNING - BRANDING LABEL FOR PUBLIC EDUCATION MARKET,25%*HARPER'S RAGS,231 GLEN RODGE ROAD, HAVERTOWN PA 19083,09/08/2023,NOT INV REL, NOT DURING TRD/HRS, ONGOING,MUSIC PUBLISHING,0%*UNDERWRITING SPECIALISTS INC (USI), 1400 N PROVIDENCE RD, STE 3007, MEDIA, PA, 19063, ONGOING, INV REL, 01/03/2024, INSURANCE, AGENT, DURING TRD/HRS, 5 HRS WK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-27
• S63 Uniform Securities Agent State Law Examination
  2011-02-03