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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-10-14 |
Branch Locations
1111 W Jefferson St Ste 540, Boise, ID 83702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Boise | ID | 10/2010 | Present |
| 13Th St. Pub And Grill | Boise | ID | 07/2010 | Present |
| Self-Employed | Boise | ID | 01/2010 | Present |
| Randall Smith | Boise | ID | 04/2013 | 01/2024 |
| Joshua Harmon | Boise | ID | 04/2013 | 01/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2018 | 11/2024 |
| Travis Stokes | Boise | ID | 09/2021 | 11/2024 |
| Robert Shannon | Boise | ID | 09/2021 | 01/2024 |
| Grateful Ducks Llc | Boise | ID | 01/2024 | Present |
| Jeff Wimer | Boise | ID | 08/2024 | 11/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | Present |
1. SELF-EMPLOYED PERSONAL BOOKKEEPER, NOT INVESTMENT RELATED, 614 S. BERKELEY ST., BOISE, ID 83705, BOOKKEEPING, START DATE JAN. 2009, OWNER, APPROX. 10 HOURS A MONTH, NO HOURS DURING SECURITIES TRADING HOURS, CHECKBOOK BALANCING, BUDGETING, BILL PAYING. 2. 100% OWNER, 614 S BERKELEY ST, 614 S BERKELEY ST, BOISE, , IDAHO, 83705, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 06/19/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, HOMEOWNER - IN CHARGE OF RENTING PROPERTY OUT AND MAINTENANCE. 3. TREASURER, FUNDSY, 913 W RIVER ST #100, BOISE, , IDAHO, 83702, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 4/8/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, REPORT P&L AND ACCOUNT BALANCES TO EXECUTIVE BOARD AND FULL BOARD OF DIRECTORS AT MONTHLY MEETINGS. COORDINATE WITH BOOKKEEPER ON MONTHLY TRANSACTIONS AND TAX FILING; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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