Unclaimed
Jalene Lynn Van epps is a financial advisor who has been in the industry since April 2019. Jalene is registered with the state of Wisconsin and Colorado. Jalene is affiliated with Northwestern Mutual Investment Services, LLC and has been with the firm since April 2019. The firm's main office is located in Milwaukee, WI. Jalene's office is located in Stevens Point, WI.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
04/20/2019 - Present
Northwestern Mutual Investment Services, LLC (STEVENS POINT WI)
BC
Issued 06/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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