Becky J. Vogt-lundeen

MILWAUKEE, WI

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CRD#: 6734380

Professional summary

Becky June Starlyn Vogt-lundeen, CFP®, who also goes by Becky June Starlyn Vogt, Becky Vogt, was a registered financial advisor .

Becky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Becky had worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Becky June Starlyn Vogt | Becky Vogt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Woodland Creek Supper Club, Not Investment-related, W497 County Road SS, Campbellsport, WI, USA, 53010, Part time weekend job, Start Date: 05/01/2014, 10 hrs per week, 0 trading hrs per week, Food Server, 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 3. 100% OWNER, MARRIAGE, MONEY, & MEDICINE, LLC, NON-FINANCIAL SERVICES BUSINESS, START DATE: 2/15/2024, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 0-5, I WILL BE MAKING AN LLC FOR A MEMOIR I AM WRITING; NOT INVESTMENT-RELATED. 4. 100% OWNER, 533 W GUADALUPE ROAD UNIT 1049, 533 W GUADALUPE ROAD UNIT 1049, MESA, , ARIZONA, 85210, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 05/02/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD. investment related. 5. VICE PRESIDENT, MCWAH RESIDENT SPOUSE/SIGNIFICANT OTHER ASSOCIATION, 1300 N PROSPECT AVE UNIT 414, MILWAULKEE, , WISCONSIN, 53202, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 05/14/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PLANNING FUN EVENTS. non investment related. 6. The Tax Queen, LLC / Not investment related / 1300 N. Prospect Ave., Unit 414 Milwaukee WI 53202 / Owner / October 2025 / Hours Devoted = 20 / Hours during securities trading hours = 0 / Nature: Tax preparation and management.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

September 22, 2025 - Present

MILWAUKEE, WI

Past

March 23, 2018 - September 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/1/2025)

IAR

Wisconsin
(9/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/4/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/31/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/23/2018

Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Becky J. Vogt-lundeen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/4/2018

Series 7TO

Date: 5/31/2023

SIE

Date: 10/1/2018

Series 6

Date: 3/23/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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