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Bret Michael Ptack

Northwestern Mutual Investment Services, LLC

Lakeland, FL

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-08-14
  • FL RA
    APPROVED
    Since 2019-08-14

Branch Locations

2212 S Florida Ave Ste 1, Lakeland, FL 33803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Tampa FL 07/2016 02/2019
University Of Tampa Tampa FL 02/2019 Present
Eric Larson Lakeland FL 08/2019 Present
Northwestern Mutual Investment Services Llc Lakeland FL 08/2019 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2019 Present
Michael Paul Armstrong Orlando FL 08/2020 08/2020
  • 07/2016 → 02/2019
    Ameriprise Financial
    Tampa, FL
  • 02/2019 → Present
    University Of Tampa
    Tampa, FL
  • 08/2019 → Present
    Eric Larson
    Lakeland, FL
  • 08/2019 → Present
    Northwestern Mutual Investment Services Llc
    Lakeland, FL
  • 08/2019 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2020 → 08/2020
    Michael Paul Armstrong
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2013-11-27
Other Names
  • Bret Michael Ptack

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
CETERA INVESTMENT ADVISERS LLC · Lakeland, FL

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