Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-04-01 |
Branch Locations
6885 W Stonegate Drive Suite 150, Zionsville, IN 46077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd Mcclure | Zionsville | IN | 01/2015 | Present |
| Northwestern Mutual Investment Services, Llc | Zionsville | IN | 01/2015 | Present |
| Northwestern Mutual Investment Services Llc | Zionsville | IN | 02/2015 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2015 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 100% OWNER, CKFE, LLC, LEGAL ENTITY, START DATE: 1/1/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, AWMA RESPONSIBILITIES, CLIENT SERVICE, PLANNING, ADVICE, ETC. 3. 15% OWNER, MTC SERVICES, LLC RECEIVING WMC AND RISK COMPENSATION, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 1/1/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, AWMA FOR CREDENCE PLANNING GROUP. CLIENT ADVISING, PLANNING, SERVICE, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-02 |
Reach out to this advisor