Sydney K Lewellyn

Current Employers

Northwestern Mutual Investment Services, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-04-18

MN RA
APPROVED

Since 2025-04-18

Branch Locations

705 36Th St S, Saint Cloud, MN 56301 • 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

Organization	City	State	From	To
Machtan Financial Services Group	Minnetonka	MN	06/2024	02/2025
Rocori High School	Cold Spring	MN	01/2015	06/2017
Unemployed	Cold Spring	MN	07/2017	08/2017
University Of Saint Thomas	Saint Paul	MN	09/2017	05/2021
University Of Saint Thomas	Saint Paul	MN	09/2017	05/2020
Coldspring	Cold Spring	MN	06/2018	08/2018
Walgreens	Saint Cloud	MN	06/2019	05/2020
Kpmg	Minneapolis	MN	06/2020	07/2020
Unemployed	Cold Spring	MN	06/2021	12/2021
Kpmg	Minneapolis	MN	01/2022	07/2023
Miller Welle Heiser	Saint Cloud	MN	08/2023	05/2024
Kcd Financial	Green Bay	WI	06/2024	01/2025
Northwestern Mutual Life Insurance Company	Milwaukee	WI	03/2025	Present
Northwestern Mutual Investment Services Llc	St Cloud	MN	04/2025	Present
Northwestern Mutual Wealth Management Company	Milwaukee	WI	05/2025	Present

06/2024 → 02/2025

Machtan Financial Services Group

Minnetonka, MN
01/2015 → 06/2017

Rocori High School

Cold Spring, MN
07/2017 → 08/2017

Unemployed

Cold Spring, MN
09/2017 → 05/2021

University Of Saint Thomas

Saint Paul, MN
09/2017 → 05/2020

University Of Saint Thomas

Saint Paul, MN
06/2018 → 08/2018

Coldspring

Cold Spring, MN
06/2019 → 05/2020

Walgreens

Saint Cloud, MN
06/2020 → 07/2020

Kpmg

Minneapolis, MN
06/2021 → 12/2021

Unemployed

Cold Spring, MN
01/2022 → 07/2023

Kpmg

Minneapolis, MN
08/2023 → 05/2024

Miller Welle Heiser

Saint Cloud, MN
06/2024 → 01/2025

Kcd Financial

Green Bay, WI
03/2025 → Present

Northwestern Mutual Life Insurance Company

Milwaukee, WI
04/2025 → Present

Northwestern Mutual Investment Services Llc

St Cloud, MN
05/2025 → Present

Northwestern Mutual Wealth Management Company

Milwaukee, WI

Other Businesses

1. LEWELLYN TAX & ACCOUNTING LLC, 1301 5TH AVE N, COLD SPRING, , MINNESOTA, 56320, UNITED STATES OF AMERICA, BOOKKEEPER/TAX PREPARER, START DATE: 6/4/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TAX PREPARATION; NON INVESTMENT-RELATED. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED 3. 100% OWNER, 412 4TH STREET SOUTH LLC, 412 4TH STREET SOUTH, COLD SPRING, , MINNESOTA, 56320, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 8/26/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, DISCLOSED RENTAL PROPERTY IS OWNED BY THIS LEGAL ENTITY. NON-INVESTMENT RELATED. 4. B STREET PROPERTIES LLC, 300 DOUGLAS DRIVE, EDEN VALLEY, , MINNESOTA, 55329, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 2/1/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, DISCLOSED RENTAL PROPERTY IS OWNED BY THIS LEGAL ENTITY. INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-31

S66 Uniform Combined State Law Examination

2024-10-31

Other Names

Sydney Kathryn Lewellyn

View on SEC IAPD