Mark Steffke, financial advisor Mequon WI

Mark Steffke

CRD Number: 6363225
Current Firm: Northwestern Mutual Investment Services,llc

Mark Steffke (CRD# 6363225) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Mequon, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Aug 2018 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2018 - Current 5
Northwestern Mutual Investment Services LLC Mequon, WI Apr 2018 - Current 5
Estate Counselors, LLC Thiensville, WI Aug 2013 - Apr 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Jul 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Mark Steffke
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

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

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