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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| IL | RA | APPROVED | 2025-08-18 |
| IN | RA | APPROVED | 2025-08-18 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1 Mid America Plaza 3Rd Floor , Oakbrook Terrace , IL 60181 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ulises Ruelas | Skokie | IL | 02/2016 | 02/2018 |
| Northwestern Mutual Investment Services Llc | Skokie | IL | 06/2016 | 11/2016 |
| G Andres Baltazar | Chicago | IL | 07/2017 | 02/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2018 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Skokie | IL | 02/2018 | 02/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2019 | 02/2025 |
| Serene Financial Group, Llc | Westmont | IL | 02/2025 | 08/2025 |
| Packerland Brokerage Services | Green Bay | WI | 08/2025 | Present |
Serene Financial Group, LLC 33 N. Linden Ave Westmont IL, 60559 Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance since February 2025 10-15 hours per week 100% Owner - Sole Proprietor Investment Related: Yes Crystal Jas Beauty, LLC 1032 S La Grange Rd Suite 5 Westmont IL, 60525-2865 Crystal Jas Beauty Profit and loss reporting for business Since 2024 1-2 hours/ week Wife's salon No ownership Not Investment Related Serene Tax Solutions 1 Mid America Plaza 3rd Oakbrook Terrace IL, 60181-4450 Tax return preparation, tax compliance, business entity tax structuring (e.g., assistance with S-Corp/LLC election for tax purposes), tax planning, and bookkeeping. 1 Mid America Plaza 3rd Oakbrook Terrace, IL 60181-4450 40-50 hours per month 100% Owner Non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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