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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2001 | 02/2025 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 08/2001 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2009 | 02/2025 |
| Summit Financial, Llc Dba Grandview Square Financial | Edina | MN | 02/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2025 | 06/2025 |
1. Summit Financial dba Grandview Square Financial. Investment-related. At registered location. RIA. IAR. 2/2025. 160 hrs/month. 160 hrs during securities hrs. Advisor. 2. Fixed Insurance. Not investment-related. At registered location. Insurance. Agent. 2/2025. 10 hrs/month. 10 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. Fire Yourself!. Not investment-related. At registered location. Literature. Author. 8/2016. 0 hrs/month. 0 hrs during securities hrs. Co-authored a book on career mgmt. 4. QRO Holdings & Insurance Services, LLC. Not investment-related. At registered location. Holding company. Owner. 3/2024. 2 hrs/month. 2 hrs during securities hrs. This is the holding company for myself and my two partners Austin Hebig and AJ Robbel and dba Grandview Square Financial, a Summit Financial team. 5. Lake Rose, LLC. Not investment-related. At registered location. Holding company. Owner. 12/2018. 2 hrs/month. 2 hrs during securities hrs. This is my personal operating entity, filing as an S Corp. 6. Highland Oaks HOA. Not investment-related. 7091 Highland Ct, Eden Prairie, MN 55346. Board of Directors (profit/non-profit org.). 8/2023. 4 hrs/month. 0 hrs during securities hrs. My duties are quarterly meetings with the board to discuss neighborhood issues, rules, regs, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-30 |
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