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Jennifer Lynne Winters

Northwestern Mutual Investment Services, LLC

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About Jennifer Lynne Winters

Jennifer Lynne Winters is a financial advisor at Northwestern Mutual Investment Services, LLC, a firm that has been in operation since 2008. Jennifer has been in the industry since 2000 and holds the Series 7, Series 63, and SIE licenses. Jennifer is registered in 30 states and is a licensed agent in both the Broker-Dealer and Investment Advisor fields. Jennifer has experience working with a variety of clients, including individuals, families, and businesses. Jennifer's previous employment history includes working for Ameriprise Financial Services, Inc., IDS Life Insurance Company, and American Express Financial Advisors Inc. Jennifer specializes in investment research and referrals to other advisors.

Firm Information

Jennifer Winters is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Jennifer Winters’s Registration & Firm History

MI

03/06/2008 - Present

Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)

MI

08/13/2001 - 02/20/2008

AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD MI)

MN

08/13/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/21/2000 - 05/16/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lynne Winters.
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