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Lisa J Turnage

Northwestern Mutual Investment Services, LLC

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About Lisa J Turnage

Lisa Turnage is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Lisa has been in the securities industry since July 12, 2004. Lisa is licensed to sell securities in 17 states. Lisa is also registered as an investment advisor representative in Georgia. Lisa has completed the Series 7, Series 63, and Series 65 exams. In addition to Lisa's work with Northwestern Mutual Investment Services, LLC, Lisa also owns a jewelry making business and provides clerical duties for her husband's construction company. Lisa also owns a rental property.

Firm Information

Lisa Turnage 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 Turnage’s Registration & Firm History

GA

11/29/2016 - Present

Northwestern Mutual Investment Services, LLC (Peachtree Cty GA)

GA

06/22/2004 - 10/26/2016

WELLS FARGO ADVISORS, LLC (PINE MOUNTAIN GA)

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Licenses & Designations

IA

Issued 01/10/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa J Turnage.
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