Steven Hale
Steven Hale is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Peachtree Cty, GA, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1104 N Peachtree Pkwy, Ste 100, Peachtree Cty, GA, 30269
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Steven owns raw land in Georgia and Montana, rental property in Georgia, and has ownership stakes in Winddance Associates LLC, Caliburn Properties 1104 LLC, and Grace Holdings US, LLC. He also serves as a senior pastor and founder at Bethel Church of Atlanta, dedicating about a quarter of his time, and may earn commissions from insurance companies for sales of non-variable life, health, annuity and/or disability income insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.