Steven Holroyd Way

Current Employers

Employment History

• 07/1973 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/1981 → Present
  Northwestern Mutual Investment Services, Llc
  Walnut Creek, CA
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

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. RENTAL PROPERTY, 100% OWNER, INVESTMENT REALTED, 1791 FELICIA LANE, CONCORD, CA, 1-2 HOURS/MONTH. 3. LOIS C. WAY 1998 TRUST, IMMEDIATE FAMILY, 204 CLYDE DRIVE, WALNUT CREEK, , CALIFORNIA, 94598, UNITED STATES OF AMERICA, START DATE: 04/21/2017, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 6-20, EXECUTOR & TRUSTEE: LOIS C. WAY 1998 TRUST, IRREVOCABLE TRUST. FULLFILL THE DUTIES OF THE TRUST CREATED BY THE DECEDENT 4. PRESIDENT AND CHAIRMAN OF THE BOARD, ESTATE PLANNING COUNCIL OF DIABLO VALLEY, LAFAYETTE PARK HOTEL, LAFAYETTE, , CALIFORNIA, 94598, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 12/15/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PRESIDENT & CHAIRMAN OF THE BOARD OF DIRECTORS, OVERSEE THE PLANNING OF THE ORGANIZATION INCLUDING MEETINGS, MEMBERSHIP AND FINANCES

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-03

Designations