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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2007-11-12 |
Branch Locations
304 Inverness Way S Ste 165, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2000 | Present |
| Northwestern Mutual Investment Services, Llc | Englewood | CO | 10/2000 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2010 | 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, SOCCER REFEREE, GENERAL EMPLOYMENT, START DATE: 8/4/2008, HOURS PER MONTH: 6-20, REFEREE 3. JANGLE HOLDINGS AND INSURANCE SERVICES, LLC, LEGAL ENTITY, START DATE: 3/29/2024, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. HOLISTIC HOLDINGS AND INSURANCE SERVICES, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 6/1/2025, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-05 |
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