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Lisa Ann Bellamy

Northwestern Mutual Investment Services, LLC

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About Lisa Ann Bellamy

Lisa Bellamy is a registered representative with Northwestern Mutual Investment Services, LLC, with 18 years of experience in the financial industry. Lisa is licensed in Tennessee. Lisa has previously worked with several other firms, including OneAmerica Securities, Inc., Woodbury Financial Services, Inc., Securian Financial Services, Inc., BB&T Investment Services, Inc., Signator Investors, Inc., and Jefferson Pilot Securities Corporation. Lisa holds the Series 63, Series 66, Series 7, and SIE licenses. The firm, Northwestern Mutual Investment Services, LLC, has over 2,341 investment advisor representatives and approximately $0 in regulatory assets under management.

Firm Information

Lisa Bellamy 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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Lisa Bellamy’s Registration & Firm History

TN

01/19/2012 - Present

Northwestern Mutual Investment Services, LLC (NASHVILLE TN)

TN

05/27/2010 - 12/16/2010

ONEAMERICA SECURITIES, INC. (BRENTWOOD TN)

TN

01/30/2009 - 02/02/2010

WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)

TN

01/04/2007 - 01/05/2009

SECURIAN FINANCIAL SERVICES, INC. (KNOXVILLE TN)

NC

12/09/2002 - 12/31/2004

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

05/23/2002 - 06/14/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

IN

07/19/2001 - 04/11/2002

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 02/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Ann Bellamy.
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