Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Kaefring is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Stephanie is registered in the state of Iowa. Stephanie has been in the securities industry since 2014. Stephanie holds the following licenses: Series 6, Series 26, and Series 63. Stephanie has a strong background in helping individuals and businesses achieve their financial goals.
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
1
2
IA
10/24/2023 - Present
Northwestern Mutual Investment Services, LLC (Cedar Rapids IA)
IA
08/29/2014 - 09/05/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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