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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2011 | 04/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 04/2026 |
| Northwestern Mutual Investments Services Inc | Sarasota | FL | 05/2012 | 04/2026 |
| Inspire Advisors, Llc Dba Backwards Planning Financial | Meridian | ID | 05/2026 | Present |
1) 6/2019 Independent Licensed Insurance Agent; Investment Related; Florida; Life, Health, Disability 2) Grit Insurance Services, LLC; Member/Owner; Investment Related; Sarasota, FL; Tax/Compensation Purposes only; 11/2024 0 hours / month; 0 hours per month during security trading hours; Collect compensation for insurance & wealth management services and distribute to Entity Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-29 |
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