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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacqueline Fish | Charlotte | NC | 03/2026 | 04/2026 |
| Nourish Wealth Management | Saugerties | NY | 10/2023 | 12/2025 |
| Thrive Assist | Charlotte | NC | 05/2023 | 10/2023 |
| Charles Schwab | Charlotte | NC | 03/2020 | 05/2023 |
| Vanguard | Charlotte | NC | 02/2018 | 03/2020 |
| Virginia Credit Union | Midlothian | VA | 06/2016 | 04/2017 |
| Applebees | North Chesterfield | VA | 09/2012 | 02/2018 |
| Student | Charlotte | NC | 12/2025 | 03/2026 |
| Unemployed | Na | KS | 04/2017 | 07/2017 |
| Allianz Global Assistance | Na | LA | 07/2017 | 10/2017 |
| Unemployed | Na | AR | 10/2017 | 11/2017 |
| Graham Street Station | Charlotte | NC | 02/2019 | 03/2020 |
| Charles Scwab Co Inc | Charlotte | NC | 03/2020 | 12/2021 |
| Jacqueline Fish | Charlotte | NC | 04/2026 | Present |
| William Bailey | Charlotte | NC | 04/2026 | Present |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 04/2026 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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