Stephanie Jei-yu Yang
Investment adviser representative at Northwestern Mutual Investment Services,LLC
16 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business
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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
16 years in the industry.
- Irina McgrathJan 2022 to now
- David Hamish CochraneAug 2018 to now
- Erik GomezNov 2017 to now
- Northwestern Mutual Wealth Management CompanyAug 2015 to now
- Northwestern Mutual Investment Services, LLCNov 2010 to now
- Irina McgrathJan 2020 to Dec 2021
- Brianna DubelNov 2017 to Sep 2018
- Jimmy CusimanoMar 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5812031
- Firm CRD
- 2881