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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-20 |
Branch Locations
10701 W Research Dr Ste 200, Wauwatosa, WI 53226 • United States
Whitefish Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Keller | Elm Grove | WI | 08/2016 | Present |
| Northwestern Mutual Investment Services Llc | Elm Grove | WI | 09/2016 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2016 | Present |
TREASURER, GIRL SCOUTS, RICHARDS ELEMENTARY, WHITEFISH BAY, , WISCONSIN, 53217, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 9/9/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECT GIRL SCOUT DUES, COOKIE SALE MONEY, DISTRIBUTE FUNDS FOR GIRL SCOUT ACTIVITIES AND SUPPLIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-12 |
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