Steven Birenberg (CRD# 2594169) is an Investment Advisor Representative working at Northlake Capital Management, LLC in Bayfield, WI and has over 29 years of experience in the finance industry.
CRD# 4186847
Primerica Advisors
CRD# 6072522
Lpl Financial LLC
CRD# 1054888
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northlake Capital Management, LLC | Bayfield, WI | Jun 2004 - Current | 19 |
| Entermedia Funds | Wilmette, IL | Sep 2009 - Dec 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
- IL
- WI
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$1,085,871
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
IL, WI
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