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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-11 |
Branch Locations
Menomonee Falls, WI • United States
13555 Bishops Ct., Ste. 255, Brookfield, WI 53005-6223 • 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 | 07/2016 | 09/2018 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 02/2017 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2018 | 07/2019 |
| Gersald Schuelke | Milwaukee | WI | 09/2018 | 07/2019 |
| Jerry David | Milwaukee | WI | 02/2020 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 02/2020 | 04/2025 |
| Unemployed | Menomonee Falls | WI | 08/2019 | 12/2019 |
| Dustin Ashley | Milwaukee | WI | 10/2021 | 04/2025 |
| Matt Jablonski | Milwaukee | WI | 10/2021 | 04/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 04/2025 |
| Lpl Financial | Brookfield | WI | 04/2025 | 07/2026 |
| Intrua Financial | Brookfield | WI | 12/2025 | 07/2026 |
| Ameriprise Financial Services, Llc | Brookfield | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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