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Stacy J Brueggen

Lincoln Financial Distributors, Inc.

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About Stacy J Brueggen

Stacy Brueggen has been in the financial services industry since 2005. Stacy currently works at Lincoln Financial Distributors, Inc., based in Fort Wayne, Indiana. Stacy is registered with the state of Wisconsin. Before joining Lincoln Financial Distributors, Inc. Stacy worked at Lincoln Financial Advisors Corporation, Northwestern Mutual Investment Services, LLC, Russell Financial Services, Inc., Part of Russell Investments, Fintegra, LLC, and AXA Advisors, LLC. Stacy is a licensed Series 6, 7, and 66 and holds the SIE designation.

Firm Information

Stacy Brueggen is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Stacy Brueggen’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

WI

06/25/2018 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (Wauwatosa WI)

WI

03/20/2014 - 06/04/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)

WI

06/22/2011 - 01/02/2014

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)

MN

08/01/2008 - 05/20/2011

FINTEGRA, LLC (WINONA MN)

WI

05/25/2005 - 07/31/2008

AXA ADVISORS, LLC (BLACK RIVER FALLS WI)

IL

12/02/2003 - 03/25/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/23/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy J Brueggen.
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