advisors

Kevin R. Luchetta CFP®, AEP®, Partner Pioneer Financial at Northwestern Mutual – Park Avenue

245 Park Avenue, Suite 1800
New York, NY 10167

kevin.luchetta@nm.com pioneerfinancial.nm.com 646.459.6366

Kevin R. Luchetta, CFP®, AEP®, Partner, began his career in financial planning in 1996. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a founding member of Pioneer Financial. Mr. Luchetta is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7, 63 and 66 registrations and his Life, Accident & Health insurance license. He holds the CERTIFIED FINANCIAL PLANNER professional certification and the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners & Councils. He graduated from the University of Rhode Island where he earned a Bachelor of Science in Economics. He resides in Wilton, Connecticut with his wife Karen, their two children Riley and Ryan, along with their dog Rascal.

At a Glance

Minimum Net Worth Requirement

$1 million

Compensation Method

Asset-based fees and commissions (investment and insurance products)

Primary Custodian for Investor Assets

Accounts held at Northwestern Mutual Investment Services LLC, an introducing broker-dealer, member FINRA, SIPC. Accounts carried, and all transactions executed, cleared and settled through Pershing, A BNY Mellon Company, member FINRA, NYSE and SIPC.

Financial Services Experience

18 years

Assets Under Management $1+ billion (as of 3/01/2017)
Minimum Fee for Service None
professional services provided
  • Financial planning
  • investment advisory
  • risk management and money management services

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