Sydney K Lewellyn
Investment adviser representative at Northwestern Mutual Investment Services,LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Experience
11 years in the industry.
- Northwestern Mutual Wealth Management CompanyMay 2025 to now
- Northwestern Mutual Investment Services, LLCApr 2025 to now
- Northwestern Mutual Life Insurance CompanyMar 2025 to now
- Machtan Financial Services GroupJun 2024 to Feb 2025
- Kcd FinancialJun 2024 to Jan 2025
- Miller Welle HeiserAug 2023 to May 2024
- KpmgJan 2022 to Jul 2023
- UnemployedJun 2021 to Dec 2021
- KpmgJun 2020 to Jul 2020
- WalgreensJun 2019 to May 2020
- ColdspringJun 2018 to Aug 2018
- University of Saint ThomasSep 2017 to May 2021
- UnemployedJul 2017 to Aug 2017
- Rocori High SchoolJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Northwestern Mutual Investment Services,LLC
Legal name: Northwestern Mutual Investment Services, LLC
$0Assets managed
1Clients
2,130Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7946288
- Firm CRD
- 2881