Jacqueline Karpinsky (CRD# 5632255) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 10 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2022 - Current | 1 |
James Woelfel | Appleton, WI | Jan 2019 - Current | 5 |
Northwestern Mutual Investment Services LLC | Appleton, WI | Jan 2019 - Current | 5 |
Unemployed | Appleton, WI | Oct 2018 - Dec 2018 | < 1 |
Titletown Wealth Management | Green Bay, WI | Oct 2017 - Oct 2018 | 1 |
Bank Mutual | Green Bay, WI | May 2017 - Oct 2017 | < 1 |
Paul Bonikowske Financial Services | Appleton, WI | May 2014 - May 2017 | 3 |
Jp Morgan Chase | Appleton, WI | Oct 2008 - May 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.