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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2013-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin Dupree | Irvine | CA | 09/2013 | Present |
| Mike Jacob | Irvine | CA | 09/2013 | Present |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 09/2013 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2013 | Present |
| Matthew Robert Farrell | Irvine | CA | 12/2017 | Present |
| Patrick J Stoll | Irvine | CA | 05/2019 | Present |
| Timothy J Molnar | Irvine | CA | 05/2019 | Present |
1. 100% OWNER, 1801 E KATELLA AVE, UNIT 1058, 1801 E KATELLA AVE, UNIT 1058, ANAHEIM, , CALIFORNIA, 92805, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 7/8/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD DUTIES - COLLECT RENT, FIX THINGS WHEN THEY BREAK, POINT OF CONTACT FOR TENANTS, ETC. investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-24 |
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