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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-05-29 |
Branch Locations
111 East Broadway Suite 1400, Salt Lake Cty, UT 84111-5260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2014 | Present |
| Northwestern Mutual Investment Services, Llc | Salt Lake City | UT | 06/2014 | Present |
| Northwestern Mutual Investment Services, Llc | Salt Lake City | UT | 06/2014 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2015 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 2. 100% OWNER OF RENTAL PROPERTY LOCATED AT 3225 GARFIELD AVE S., #4, MINNEAPOLIS, MN 55408. 3. 100% OWNER OF TMG AGNCY LLC; 111 E BROADWAY STE 1400 SLC, UT 84111; FACILITATING OPERATIONS THROUGH; 20 HOURS PER MONTH; NON-INVESTMENT RELATED. 4. BUSINESS OWNERSHIP/SELF EMPLOYED LEGAL ENTITY, EVERLYS MEETING AND EVENTS LLC, 3086 E. SILVER HAWK DR, HOLLADAY, UTAH, 84121, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 05/14/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TODD AND BRITTANY GRABNER TRUST, WHICH IS OWNED BY MY WIFE AND MYSELF, WILL BE THE OWNER OF LLC WHICH WILL OWN LAND. 5. 100% OWNER, TMG AGENCY SOUTH, LLC, LEGAL ENTITY, START DATE: 03/04/2019, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, THIS IS THE OPERATING ACCOUNT FOR A DISTRICT OFFICE 6. REAL ESTATE INVESTMENT PROPERTY, 1000 PARK AVE #C104, PARK CITY, , UTAH, 84060, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 11/11/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, RENTAL PROPERTY THAT IS MANAGED BY WYDAM 7. 25% OWNER, 605 DIAMANTE OCEAN CLUB, 605 DIAMANTE OCEAN CLUB, CABO SAN LUCAS, , MILITARY AMERICAS, 84098, MEXICO, INVESTMENT PROPERTY, START DATE: 6/29/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, VACATION RENTAL PROPERTY OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-15 |
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