Advisor at Northwestern Mutual Investment Management
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Firm
Northwestern Mutual Investment Management
Location
Bettendorf, IA 52722
Credentials
Series 63, Series 65
Industry experience
26 years
Steven Lynch is a financial advisor with Northwestern Mutual Investment Management and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at firms including CBS Investments and Investment Centers of America. Outside of his advisory role, he serves as president of the Ryander Place Condominium Association. Northwestern Mutual Investment Services, LLC provides referral services to insurance and brokerage clients and offers non-discretionary fixed-income advice to other investment advisers. The firm emphasizes sponsor screening and fixed-income execution consulting but does not directly manage client accounts.
Based on Northwestern Mutual Investment Management
4323 Ontario Dr
Bettendorf, IA 52722
Iowa
Eli McNall
2023 - Present (3 years)
James Houghton
2019 - Present (7 years)
David Kreiter
2019 - Present (7 years)
Michael Drymiller
2019 - Present (7 years)
Northwestern Mutual Wealth Management Company
2018 - Present (8 years)
Northwestern Mutual Insurance Company
2018 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2017 - Present (9 years)
Michael Drymiller
2017 - 2018 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2018 (1 year)
CBS Investments
2013 - 2016 (3 years)
Investment Centers Of America
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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