Nathan Russel Kinzinger, CFP®, CLU®

Wealth Management Advisor

My Team

As a Wealth Management Advisor with 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. Here are some of the people on my team who help make this happen.

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


 

J. Scott Dankenbring

J. Scott Dankenbring

Associate Financial Representative
Office 312-641-8900
 
 
Susan S Lee

Susan S Lee

Director of Client Services
Office 312-251-3764

Sue Lee joined Nathan’s team in January of 2012 after nearly two decades of professional experience in client communications and marketing roles with ADP, VALIC and Samsung.  Sue is originally from Houston, Texas, and is an avid lover of the outdoors.  She attended the University of Houston and graduated with a degree in Accounting.  Sue lives in the Elk Grove Village area with her husband and daughter, and is a member of Willow Creek Community Church.

 
 
Amy K Placek

Amy K Placek

Planning Associate
Office 312-641-8900

Amy is on of our investment analysts.  As a member of our team she is responsible for running comprehensive financial plans and analyzing client portfolios making suitable recommendations for their planning goals.  Amy graduated from the University of Illinois Urbana-Champaign and currently holds her Series 66,7, 9 and 10 licenses.

Fun Fact - Amy is of Polish and Czech heritage and her last name translates to 'pancake' in Polish!

 
 
Justin R Meyer

Justin R Meyer

Office 312-781-2737
 
 
Vitaliy K Sturlis

Vitaliy K Sturlis

Lead Financial Plan Analyst
Office 312-641-8900
 
 

 

 

Our Support Teams

The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients' unique investment management needs. Jones Financial has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Jones Financial has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Jones Financial has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 
 

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