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Lisa Lynn Lopacinski

Investment adviser representative at Northwestern Mutual Investment Services,LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Experience

11 years in the industry.

  1. Northwestern Mutual Investment Services, LLCJan 2017 to now
  2. Northwestern Mutual Life Insurance CoJan 2017 to now
  3. Ameriprise Financial Services, Inc.May 2015 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (WI).

Northwestern Mutual Investment Services,LLC

Legal name: Northwestern Mutual Investment Services, LLC

$0Assets managed
1Clients
2,130Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3215603
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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