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Drew Stevens

15 Years of Experience
Columbia, SC
BrokerSells Insurance

Drew Stevens is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Columbia, SC, with 15 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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Location

1901 Bull St, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Drew may earn commissions from sales of non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. Drew also has ownership stakes in multiple LLCs and serves as treasurer for a non-profit, all requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2010 - Present · 16 yrs
Northwestern Mutual Investment Services, LLCBroker
June 2010 - Present · 16 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.