Shannon Schaffer
Shannon Schaffer is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 11 years of industry experience. Shannon 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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Shannon works as a dance teacher and front desk staff at Jeanne's School of Dance since 2014, taking payments. This activity takes about half of her time.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services,llc
Previous Registrations
Learnvest Planning Services, LLC
State Registrations1 state
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