Stephen Strum
Stephen Strum is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Jacksonville, FL, with 13 years of industry experience. Stephen 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
4345 Southpoint Blvd, Suite 400, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Stephen may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also hosts a local TV/Vlog highlighting businesses giving back to the community and owns a percentage of two LLCs for payroll processing and hosting charity events, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations24 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.