Andrew Stevens
Andrew Stevens is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Portland, OR, with 11 years of industry experience. Andrew 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
200 SW Market St, Ste 1600, Portland, OR, 97201
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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
Andrew may earn commissions from sales of non-variable life, health, annuity, and/or disability income insurance products from unaffiliated insurance companies. He also owns multiple investment properties and a legal entity called Sunset Enterprise, LLC, dedicating minimal time to the properties and a few hours per week to the LLC.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 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.