Stephanie Jordan
Stephanie Jordan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 15 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
720 E Wisconsin Ave, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephanie serves as a financial power of attorney for a friend since 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Allspring Funds Management, LLC
Wells Fargo Funds Management, LLC
Allspring Funds Distributor, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.