Kevin R. Luchetta CFP®, AEP®, Partner Pioneer Financial at Northwestern Mutual, LLC

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

  • 245 Park Avenue, Suite 1800, New York, NY 10167

  • 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

    21 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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