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Tina Jean Stegman

Northwestern Mutual Investment Services, LLC

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About Tina Jean Stegman

Tina Stegman is a financial advisor with Northwestern Mutual Investment Services, LLC. Tina has been working in the financial services industry since 2004 and is a registered representative in Wisconsin. Tina is also licensed to sell insurance products. Prior to joining Northwestern Mutual Investment Services, LLC, Tina worked at The Leaders Group, Inc., ING Financial Partners, Inc., Harbour Investments, Inc., and MetLife Securities Inc. Tina specializes in providing investment advice to individuals and businesses.

Firm Information

Tina Stegman 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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Tina Stegman’s Registration & Firm History

WI

06/06/2019 - Present

Northwestern Mutual Investment Services, LLC (APPLETON WI)

CO

01/02/2014 - 04/30/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

WI

03/10/2008 - 12/31/2013

ING FINANCIAL PARTNERS, INC. (APPLETON WI)

WI

03/16/2007 - 12/31/2007

HARBOUR INVESTMENTS, INC. (APPLETON WI)

WI

10/11/2004 - 03/20/2007

METLIFE SECURITIES INC. (DEPERE WI)

WI

10/11/2004 - 03/20/2007

METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)

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Licenses & Designations

BC

Issued 06/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Jean Stegman.
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