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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-10 |
Branch Locations
13609 California St Ste 300, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2008 | 06/2020 |
| Northwestern Mutual Investment Services, Llc. | Milwaukee | WI | 03/2008 | Present |
| Northwestern Mutual Investment Services, Llc. | Milwaukee | WI | 03/2008 | Present |
| Northwestern Mutual Life Insurance Company | Omaha | NE | 06/2020 | Present |
1. 100% OWNER, JLB GENERAL AGENCY, LLC, MP GENERAL AGENT LEGAL ENTITY, MP GENERAL AGENT LEGAL ENTITY, START DATE: 7/15/2021, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, OWNER/MANAGING PARTNER 2. 100% OWNER, 3321 S 217TH STREET, 3321 S 217TH STREET, ELKHORN, , NEBRASKA, 68022, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 07/22/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WE BOUGHT AS A RENTAL PROPERTY AND WILL RENT OUT TO AN EMPLOYEE WITH INTENT FOR THE EMPLOYEE TO PURCHASE AT FULL PRICE WHEN THEY SELL THEIR HOME-RELOCATING FROM TEXAS. investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-25 |
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