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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| MO | RA | APPROVED | 2024-05-16 |
Branch Locations
1190 Jefferson St. Ste. 201, Washington, MO 63090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | St Louis | MO | 08/2012 | 05/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2012 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) LOEWENSTEIN FINANCIAL LLC, 12306 RONNIE LANE SUNSET HILLS MO, 05/2024, OWNER, DBA, INV REL, 0 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) CORNERSTONE FINANCIAL CONSULTANTS, LLC, 1190 Jefferson Street, Suite 201, Washington MO 63090, United States, 05/16/2024, Cornerstone Financial Consultants, LLC is the name of our financial services office., DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-10 |
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