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Wealth Management Advisor
CASL
Broker Affiliation: Northwestern Mutual
Languages: German, English
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Summarized from the CFP® Board's Practice Standards. cfp.net
Northwestern Mutual: marketing name for The Northwestern Mutual Life Ins. Co.(NM) (life&disability insurance, annuities, & life ins. w/LTC benefits) & its subs: Northwestern Long Term Care Ins. Co. (NLTC), Northwestern Mutual Investment Srvcs, LLC (NMIS) (inv. brokerage services), an RIA, broker-dealer, & member of FINRA + SIPC, & NM Wealth Mgmt Co. (NMWMC) (investment advisory+trust services), a federal savings bank (All: Milwaukee, WI.) Sheila is Insurance Agent of NM + NLTC, a NMIS Reg. Rep & an NMWMC Advisor. She may represent cos. in addition to NM or subsidiaries. Links to other sites: for convenience/info; except for as related to NM, this inclusion/linking doesn't imply NM endorsement of nor responsibility for same.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.