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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 06/1995 | Present |
| Northwestern Mutual Investment Services, Llc | Troy | MI | 07/1996 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 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. MDZ REAL ESTATE, LLC, INVESTMENT-RELATED, FORMED TO LEASE OFFICE SPACE AT 901 WILSHIRE DRIVE, SUITE 300, TROY, MI, EFFECTIVE 6/1/14, 33.33% OWNERSHIP, 1 HOUR PER MONTH 3.REAL ESTATE INVESTMENT PROPERTY, 3397 PARK MEADOW DRIVE, LAKE ORION, , MICHIGAN, 48362, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/16/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BUYING A FLORIDA HOME 4. 100% OWNER, 3397 PARK MEADOW DRIVE, 3397 PARK MEADOW DRIVE, LAKE ORION, , MICHIGAN, 48362, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/16/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BUYING A FLORIDA HOME AND THEN RENTING IT OUT AS A VACATION INVESTMENT PROPERTY (USING A LOCAL PROPERTY MANAGER) 5. OWNER, BMD HOLDINGS, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 5/13/2024, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 41-79, ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 6. 100% OWNER, BMD 248, LLC, LEGAL ENTITY, START DATE: 05/13/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-09 |
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