Sydney Lewellyn
Sydney Lewellyn is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Saint Cloud, MN, with 1 years of industry experience. Sydney 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
705 36th St S, Saint Cloud, MN, 56301
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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
Sydney owns Lewellyn Tax and Accounting, spending a few hours per week completing tax returns. Sydney may also earn commissions from insurance companies for sales of non-variable life, health, medicare, annuity, disability and/or long term care insurance products, and owns 412 4th Street South LLC, a rental property, dedicating minimal time to it.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Kcd Financial, INC.Broker
State Registrations5 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.