Steven Yerkes
Steven Yerkes is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Cedar Rapids, IA, with 16 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
401 1st St SE Ste 401, Cedar Rapids, IA, 52401
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also works as a term instructor and adjunct professor at multiple universities, and owns LWP Enterprises LLC for business purposes.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLC
State Registrations10 states
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