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Amy Lynne Bernstrom

Northwestern Mutual Investment Services, LLC

Whitefish Bay, WI

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

316 E Silver Spring Dr Ste 300, Whitefish Bay, WI 53217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services Llc Milwaukee WI 01/2016 Present
Andrew Joseph Bird Milwaukee WI 08/2015 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2016 Present
Sherri A Mitchell Milwaukee WI 08/2016 01/2017
Charles T Sauer Milwaukee WI 01/2017 Present
Darrin Englebert Glendale WI 05/2019 Present
  • 01/2016 → Present
    Northwestern Mutual Investment Services Llc
    Milwaukee, WI
  • 08/2015 → Present
    Andrew Joseph Bird
    Milwaukee, WI
  • 05/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2016 → 01/2017
    Sherri A Mitchell
    Milwaukee, WI
  • 01/2017 → Present
    Charles T Sauer
    Milwaukee, WI
  • 05/2019 → Present
    Darrin Englebert
    Glendale, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Amy Lynne Edstrom
  • Amy Edstrom
  • Amy Bernstrom

View on SEC IAPD

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TUCKER ASSET MANAGEMENT LLC
MML INVESTORS SERVICES, LLC

Other Investors

Angela Maria DiCastri
SOO J SCHREIBER
Daniel L Siekierski
RONALD SCOTT SCHWERTFEGER
Joseph Sherburne
GREGORY TODD MAHALICK
ANASTASIA MEDVEDEV
Kaleb Nathaniel Widmier

Other Offices

MERIT FINANCIAL ADVISORS · WHITEFISH BAY, WI
J.P. MORGAN SECURITIES LLC · Glendale, WI
ANNEX WEALTH MANAGEMENT, LLC · Whitefish Bay, WI
EDWARD JONES · Whitefish Bay, WI
KORBITZ FINANCIAL PLANNING LLC · MILWAUKEE, WI
THRIVENT INVESTMENT MANAGEMENT INC. · GLENDALE, WI
TUCKER ASSET MANAGEMENT LLC · Glendale, WI
MML INVESTORS SERVICES, LLC · Glendale, WI

More in Whitefish Bay, WI

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