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6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-25 |
Branch Locations
6702 Stonefield Road Suite 201, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 09/2012 | 07/2018 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 02/2013 | 07/2018 |
| Northwestrn Mutual Wealth Management Company | Milwaukee | WI | 12/2013 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 01/2020 | 06/2024 |
| Ameriprise | Madison | WI | 07/2018 | 01/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2020 | Present |
| Milestone Investment Advisors, Llc | Middleton | WI | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-17 |
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