Ian G Mitz

Current Employers

Mitz Wealth Management, Llc

Pasco, WA • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2019-02-28

WA RA
APPROVED

Since 2019-02-28

Branch Locations

Pasco, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	11/2001	02/2019
Northwestern Mutual Investment Services, Llc	Kennewick	WA	02/2008	09/2016
Northwestern Mutual Investment Services, Llc	Kennewick	WA	05/2002	02/2019
Mitz Wealth Management, Llc	Pasco	WA	05/2016	Present

11/2001 → 02/2019

Northwestern Mutual Life Insurance Company

Milwaukee, WI
02/2008 → 09/2016

Northwestern Mutual Investment Services, Llc

Kennewick, WA
05/2002 → 02/2019

Northwestern Mutual Investment Services, Llc

Kennewick, WA
05/2016 → Present

Mitz Wealth Management, Llc

Pasco, WA

Previous Registrations

2008-02-04 → 2016-09-14

Northwestern Mutual Investment Services, Llc

Wenatchee, WA

Kennewick, WA

Kennewick, WA

Kennewick, WA

Other Businesses

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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-04-06

S63 Uniform Securities Agent State Law Examination

2002-04-06

Designations

View on SEC IAPD