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Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

  • INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-07-01
  • OH RA
    APPROVED
    Since 2005-07-01

Branch Locations

950 Main Ave Ste 600, Cleveland, OH 44113 • 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
OrganizationCityStateFromTo
Fairfield Financial Akron OH 08/2001 Present
Donald Kelley Akron OH 10/2002 Present
Northwestern Mutual Investment Services, Llc. Akron OH 10/2002 Present
Northwestern Mutual Investment Services, Llc Akron OH 06/2005 Present
Other Businesses

1. RC LANN HOME INSPECTION SPECIALISTS. NON-INVEST. 354 KEITH AVE, AKRON, OH. HOME INSPECTION SERVICE. MARKETING/ADMIN. STD 11/1/07. 40 HRS/MO. MARKETING AND ADMINISTRATIVE DUTIES. 2. PRESIDENT, ST. VINCENT DE PAUL ELEMENARY SCHOOL, 354 KEITH AVE, AKRON, , OHIO, 44313, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 08/11/2016, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, RUN BOARD MEETINGS, COMMUNICATION LIASON BETWEEN PARENTS AND PRINCIPAL 3. JENNIFER LANN, OWNER/TEACHER, FINANCIAL LITERACY FOR TEENS, 2217 BERRYWOOD DR, AKRON, , OHIO, 44333, UNITED STATES OF AMERICA, OTHER TRAINING, START DATE: 11/13/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, TRAINING CLASS FOR TEENS ON BASIC FINANCIAL PRINCIPALS; NON INVESTMENT-RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-27
  • S66 Uniform Combined State Law Examination
    2005-06-27
Other Names
  • Jennifer Cameron Welling

View on SEC IAPD

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