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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-12 |
Branch Locations
3901 Westerre Pkwy Ste 300, Richmond, VA 23233 • 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 |
|---|---|---|---|---|
| Clearview/Scott & Stringfellow, Inc. | Richmond | VA | 04/2008 | 09/2017 |
| Truist Advisory Services, Inc. | Richmond | VA | 03/2025 | 01/2026 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2025 | 01/2026 |
| Bb&T Securities, Llc | Richmond | VA | 04/2008 | 09/2017 |
| Mission Square Retirement | Washington | DC | 09/2017 | 11/2024 |
| Heather Zepeda | Richmond | VA | 01/2026 | Present |
| Northwestern Mutual Investment Services, Llc | Richmond | VA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-18 |
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