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18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-22 |
| MN | RA | APPROVED | 2019-11-20 |
Branch Locations
18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 08/1997 | 11/2019 |
| High Note Wealth Llc | Deephaven | MN | 11/2019 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 11/2013 | 11/2019 |
1) 11/1996 INDEPENDENT LICENSED INSURANCE AGENT; DEEPHAVEN, MN; NON INVESTMENT RELATED; NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) 02/28/2022 ENTREBANK, NON INVESTMENT RELATED, 1550 AMERICAN BLVD E, BLOOMINGTON, MINNESOTA 55425, BANK DIRECTOR AND MEMBER, HOURS PER MONTH: 9, HOURS PER MONTH DURING TRADING SECURITIES HOURS: 4, PARTICIPATES IN MONTHLY BANK BOARD AND COMMITTEE MEETINGS AS WELL AS APPROVES LOAN APPLICATIONS OVER $3 MILLION 3) 05/08/2017 ONE DEEPHAVEN LLC; NON INVESTMENT RELATED; 18258 MINNETONKA BOULEVARD, DEEPHAVEN, MINNESOTA 55391, CHIEF MANAGER, SECRETARY AND TREASURER, HOURS PER MONTH:<5, HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5, TRUST IS 90% OWNER OF THE LLC AND RECEIVES MONTHLY AND QUARTERLY RENTAL INCOME AS THE PROPRIETOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-25 |
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