ES
CFP
ES
CFP

Evan Stevens

13 Years of Experience
Ft Lauderdale, FL
BrokerSells Insurance

Evan Stevens is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Ft Lauderdale, FL, with 13 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 E Broward Blvd, Ste 2000, Ft Lauderdale, FL, 33394

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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

Evan's father owns R.O. Stevens and Associates, where Evan assists with property management and maintenance, dedicating a few hours per week. Evan also earns commissions from insurance companies for selling life, health, annuity, and disability income insurance products, coaches for CharacterStrong LLC, and works as a CrossFit trainer.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2015 - May 2026 · 11 yrs 4 mos
State Registrations32 states
AKALAZCACOFLGAHIIDILINKSKYLAMAMDMNMONCNJNMNYOHOKORSCTXUTVAWAWIWV
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.
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