Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Stuhr is a financial professional with over 15 years of experience in the industry. Shane is a registered representative of Northwestern Mutual Investment Services, LLC. Shane is also a registered investment advisor in Wisconsin. Shane is a Certified Financial Planner and holds several securities licenses, including Series 7, Series 6, Series 26 and Series 63. Shane has been serving clients in the onalaska area since 2007. Shane specializes in providing a range of financial services, including investment planning and retirement planning.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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WI
02/29/2012 - Present
Northwestern Mutual Investment Services, LLC (onalaska WI)
BC
Issued 03/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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