Becky June Starlyn Vogt-Lundeen

Current Employers

Employment History

• 09/2005 → 06/2020
  Student
  Campbellsport, WI
• 12/2016 → 04/2017
  Matthew G Follen
  Appleton, WI
• 04/2017 → 10/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2017 → 06/2020
  Northwestern Mutual Investment Services Llc
  Appleton, WI
• 05/2014 → 06/2018
  Woodland Creek Supper Club
  Campbellsport, WI
• 09/2018 → 09/2025
  Northestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2020 → 09/2025
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ
• 10/2020 → 12/2021
  Charlene Quaresma
  Phoenix, AZ
• 01/2022 → 04/2024
  Timothy Radden
  Phoenix, AZ
• 04/2024 → 09/2025
  Steve Morris
  Portland, OR
• 09/2025 → Present
  Trihelix Wealth Collective, Llc
  Portland, OR
• 04/2026 → Present
  Quintessence Wealth Collective Llc
  Milwaukee, WI

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, MARRIAGE, MONEY, & MEDICINE, LLC, NON-FINANCIAL SERVICES BUSINESS, START DATE: 2/15/2024, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WILL BE MAKING AN LLC FOR A MEMOIR I AM WRITING; NOT INVESTMENT-RELATED. 3. 100% OWNER, 533 W GUADALUPE ROAD UNIT 1049, 533 W GUADALUPE ROAD UNIT 1049, MESA, , ARIZONA, 85210, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 05/02/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD. investment related. 4. VICE PRESIDENT, MCWAH RESIDENT SPOUSE/SIGNIFICANT OTHER ASSOCIATION, 1300 N PROSPECT AVE UNIT 414, MILWAULKEE, , WISCONSIN, 53202, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 05/14/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PLANNING FUN EVENTS. non investment related. 5. The Tax Queen, LLC / Not investment related / 1300 N. Prospect Ave., Unit 414 Milwaukee WI 53202 / Owner / October 2025 / Hours Devoted = 20 / Hours during securities trading hours = 0 / Nature: Tax preparation and management. 6. RESIDENT SPOUSE ASSOCIATION; PRESIDENT; 8701 WATERTOWN PLANK RD MILWAUKEE WISCONSIN 53226; DESCRIPTION: PRESIDENT OF THE RESIDENT SPOUSE ASSOCIATION; 2025-07-01; 0/2 HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS; 0 PERCENT OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS. 7. QUINTESSENCE WEALTH COLLECTIVE; PRESIDENT; 342 N WATER STREET SUITE 600 MILWAUKEE WISCONSIN 53202; DESCRIPTION: LIMITED-LIABILITY COMPANY TO OPERATE AS A REGISTERED INVESTMENT ADVISOR; 2026-04-17; 0 HOUR PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS; 2 HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-04

Designations

Other Names

• Becky Vogt-Lundeen
• Becky June Starlyn Vogt-Lundeen