Rick Robert Bartelt, CLU®

Financial Advisor

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

My Team

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/Operations Manager is my Associate 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

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.

 
Drew J Rose

Drew J Rose, BBA

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

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