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Stephanie Elise baker Crago

Northwestern Mutual Investment Services, LLC

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About Stephanie Elise baker Crago

Stephanie Crago is an active investment professional with over 11 years of experience in the financial services industry. Stephanie is registered with Northwestern Mutual Investment Services, LLC. The firm is headquartered in Milwaukee, WI. Stephanie is licensed to provide securities and investment advisory services in thirteen states including Virginia, Florida, and California. Stephanie earned her Series 6, Series 63, and Series 65 licenses. She holds the Securities Industry Essentials (SIE) designation. Stephanie has a proven track record of helping her clients achieve their financial goals. She specializes in providing financial advice and guidance to individuals and families. Stephanie has a deep understanding of the financial markets and is committed to providing her clients with personalized service and support.

Firm Information

Stephanie Crago 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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Stephanie Crago’s Registration & Firm History

VA

06/13/2011 - Present

Northwestern Mutual Investment Services, LLC (Williamsburg VA)

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Licenses & Designations

IA

Issued 01/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Elise baker Crago.
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