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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 Investment Services, Llc | New York | NY | 03/2009 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2010 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 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. BELL COACHING CORE, NON-INVESTMENT RELATED, 100% OWNER, START 3/14, RUN INCOME THROUGH ENTITY FOR HIS ULTIMATE FRISBEE COACHING AND INSTRUCTOR ACTIVITIES WITH SUMMER PROGRAMS AND CLINICS, 20 HOURS PER MONTH. 3. 04/2013 - HIGH SCHOOL ULTIMATE FRISBEE TEAM COACH FOR ABRAHAM JOSHUA HESCHEL SCHOOL, 20 WEST END AVE., NEW YORK, NY 10023. NON INVESTMENT RELATED. WILL SPEND APPOXIMATELY 30 HRS PER WEEK ON THIS ACTIVITY. 4. THIRD SPACE BREWERY, LLC; 633 W WISCONSIN AVE STE 510, MILWAUKEE, WI 53203; NOT INVESTMENT RELATED; 4% OWNER; START DATE 7/9/15; 10 HOURS PER MONTH DURING NON-TRADING HOURS; NO DAILY RESPONSIBILITIES OR MANAGEMENT OF THE BUSINESS. 5. 20% OWNER, CPAF 245, LLC, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 12/17/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
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