Lisa Lynn Lopacinski

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

• 05/2015 → 01/2017
  Ameriprise Financial Services, Inc.
  Elm Grove, WI
• 01/2017 → Present
  Northwestern Mutual Investment Services Llc
  Milwaukee, WI
• 01/2017 → Present
  Northwestern Mutual Life Insurance Co
  Milwaukee, WI

Previous Registrations

• 2015-05-19 → 2017-01-11
  Ameriprise Financial Services, Llc
  Brookfield, WI
• 2011-04-19 → 2015-05-20
  Lpl Financial Llc
  Hartland, WI
  Fort Mill, SC
  Hartland, WI
  Oconomowoc, WI
  Dousman, WI
• 2010-10-15 → 2011-04-15
  Chase Investment Services Corp.
  Brookfield, WI
• 2010-01-15 → 2010-06-29
  Edward Jones
  St Louis, MO
  West Allis, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-01-14

Designations

• Certified Financial Planner

Other Names

• Lisa Lynn Mittelstaedt
• Lisa Lynn Mittelstaedt