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Nancy Lee Ripstra

Northwestern Mutual Investment Services, LLC

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About Nancy Lee Ripstra

Nancy Ripstra is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Nancy is also registered with the state of Michigan as a Registered Investment Advisor. She has been in the financial industry since 2003 and has her Series 6, 63 and 65 licenses. Nancy is a wealth management advisor with Northwestern Mutual Wealth Management Company and has been with the firm since 2016. She is also a financial advisor with Neven L. Fox, a Registered Investment Advisor, in Grand Rapids, Michigan since 2017. In addition to financial advising, Nancy also earns commissions from insurance companies for sales of non-variable life, health, annuity and/or disability income insurance products. Nancy provides a range of services, including investment research, referrals to other advisors and financial planning.

Firm Information

Nancy Ripstra 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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Nancy Ripstra’s Registration & Firm History

MI

05/27/2010 - Present

Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 04/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Lee Ripstra.
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