Rick Robert Bartelt, CLU®

Financial Advisor

  • Office 262-255-1970 ext 206
  • Office 414-688-5907

Staff

As a Weath Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone.

Julie Stepniewski, Registered Associate Financial Representative is my Assistant and is here to assist you as well.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Julie P Stepniewski

Julie P Stepniewski

Associate Financial Representative
Office 262-255-1970 ext 204

Julie has been representing Northwestern Mutual since 2012 as Operations Associate/Registered Associate Financial Representative.

She enjoys working together with Financial Representatives and their clients to ensure the  highlest level of customer satisfaction is achieved on a daily basis. She very much enjoys being a part of the  Northwestern Mutual family and the feeling each day that she has been able to help enrich a client's life in one aspect or another.

 

Dante Michael Pizzuti

Planning Associate
Office 920-435-7597

Dante has been with Northwestern Mutual since 2016. He holds his Series 6 and 63 Securities registrations and is fully licensed in the State of Wisconsin for Life, Disability and Long-term Care insurance. Dante has a Bachelor of Arts from UW-Green Bay.

 

Drew J Rose

Financial Planning Specialist
Office 920-739-1155

Andrew has been with Northwestern Mutual since 2016. He holds his Series 7 and 63 Securities registrations and is fully licensed in the State of Wisconsin for Life, Health and Disabillity insurance. Andrew has a Bachelor's degree of Business Administration from UW-Oshkosh.

 

Erin Wiskerchen

Office 920-739-1155

Erin Wiskerchen - Operations Manager

Erin has been with Northwestern Mutual since March of 2016 and holds her Series 6 registration.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck