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Jennifer Woodfin Bunke

Northwestern Mutual Investment Services, LLC

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About Jennifer Woodfin Bunke

Jennifer Woodfin Bunke is a financial advisor with Northwestern Mutual Investment Services, LLC. Jennifer has been in the financial services industry since December 17, 2003. She has a broad range of experience, having previously worked at USAA Financial Advisors, Inc. and T. Rowe Price Investment Services, Inc. Jennifer holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Jennifer's primary office location is in Milwaukee, Wisconsin.

Firm Information

Jennifer Bunke 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 Bunke’s Registration & Firm History

WI

04/11/2023 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

TX

05/02/2011 - 12/20/2018

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

CO

08/12/1999 - 04/14/2011

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 08/09/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2023

Series 24 - General Securities Principal Examination

BC

Issued 04/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/11/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Woodfin Bunke.
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