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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-24 |
Branch Locations
500 E Broward Blvd Ste 2000, Ft Lauderdale, FL 33394 • 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 Life Insurance Company | Milwaukee | WI | 08/2003 | Present |
| Northwestern Mutual Investment Services, Llc | Ft. Lauderdale | FL | 11/2003 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 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. THE REGAN GROUP. 500 E. BROWARD BLVD, FT. LAUDERDALE, FL. OWNER OF ENTITY FOR TAX PURPOSES. NOT INVESTMENT RELATED, START DATE 2/4/09. 3. 50% OWNER, 2375 NW 31ST ST, 2375 NW 31ST ST, BOCA RATON, , FLORIDA, 33431, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 6/16/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, THIS A RENTAL PROPERTY. I AM THE LANDLORD 4. 100% OWNER, KEVIN REGAN PERSONAL, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 04/20/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 41-79, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 5. 50% OWNER, JSKR, LLC, LEGAL ENTITY, START DATE: 04/14/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 41-79, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 6. 44% OWNER, REGAN REAL ESTATE INVESTMENTS, LLC, 2375 NW 31ST ST, BOCA RATON, , FLORIDA, 33431, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 11/29/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, THIS IS A NEW CORPORATION WE CREATED AND MOVED THE TITLE TO THE PREVIOUSLY DISCLOSED REAL ESTATE RENTAL AT 2375 NW 31ST INTO IT. 7. OWNER, JSKR II, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 12/18/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-19 |
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