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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-06 |
Branch Locations
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
Castle Rock, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 01/2016 | 11/2018 |
| Charles Schwab Bank | Lone Tree | CO | 01/2016 | 05/2018 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 12/2018 | 08/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2018 | 08/2022 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2022 | 06/2023 |
| Charles Schwab Bank, Ssb | Lone Tree | CO | 08/2022 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | Present |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 01/2024 | Present |
| 105 West Brewing Company | Castle Rock | CO | 03/2022 | Present |
| Moonlit Provisions, Llc | Castle Rock | CO | 09/2023 | Present |
| Mbo Partners | Milwaukee | WI | 01/2024 | 06/2026 |
| Alidade Brewing | Castle Rock | CO | 08/2025 | 09/2025 |
1.ASSISTANT MANAGER, THE SEUFERT GROUP D/B/A 105 WEST BREWING, 1043 PARK STREET, CASTLE ROCK, , COLORADO, 80109, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 3/16/2022, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 0-5, ASSISTANT MANAGER non investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
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