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Lisa Belli-fuchs

Northwestern Mutual Investment Services, LLC

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About Lisa Belli-fuchs

Lisa Belli-fuchs is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Lisa has been in the industry since 2002 and holds the Series 6, 7, 24, and SIE licenses. Lisa has been registered with Northwestern Mutual Investment Services, LLC since 2002 and has a history of working with both individuals and banking or thrift institutions. Lisa is currently working out of the Milwaukee, WI office of Northwestern Mutual Investment Services, LLC.

Firm Information

Lisa Belli-fuchs 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 Belli-fuchs’s Registration & Firm History

WI

04/15/2024 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

07/31/2009 - 05/02/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

04/04/2002 - 08/03/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 04/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/30/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/03/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Belli-fuchs.
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