Jeffrey Scott Lantz

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1982 → Present
  Northwestern Mutual Life Insurance
  Milwaukee, WI
• 08/1984 → Present
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1)MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. 2)NAMED EXECUTOR AND TRUSTEE IN WILLS FOR FATHER, SISTER AND TWO BROTHERS.EFFECTIVE 1/1/03, LIFE INSURANCE ONLY, NON-INVESTMETN RELATED. 3)<1% OWNER, JRL ENERGY, LLC - PARENT CO TO JRL COAL, 966 HIGHWAY 990, COALGOOD, , KENTUCKY, 40818, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 08/30/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE , PASSIVE INVESTMENT. NON-INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-15

Designations

• Chartered Financial Consultant

Other Names

• Jeff Lantz