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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-12-23 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
12200 Corporate Parkway, Suite 800, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investement Services, Llc | Milwaukee | WI | 07/2013 | 03/2019 |
| Matt Lueder | Milwaukee | WI | 06/2013 | 06/2018 |
| Shorewood Swim Club | Shorewood | WI | 09/2008 | Present |
| Yahir H Hernandez | Milwaukee | WI | 07/2017 | 01/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 03/2019 |
| Annex Wealth Management | Elm Grove | WI | 04/2019 | Present |
SHOREWOOD SWIM CLUB, NOT INVESTMENT RELATED, PO BOX 11075, SHOREWOOD, WI 53211, SWIM CLUB, LEAD DEVELOPMENT COACH, STARTED 9/2008, APPROX. 80 HOURS A MONTH, NO HOURS DURING SECURITIES TRADING HOURS, GENERAL SUPPORT AND ADMINISTRATION WORK, SCHEDULING, EXPENSE REPORTS, BUDGET. WAKE THE LAKE, LLC. NOT INVESTMENT RELATED, 529 W MAIN STREET, LAKE GENEVA, WI- STARTED 06/2021, 15-20 HOURS PER MONTH, NO HOURS DURING SECURITIES TRADING - GENERAL ADMINISTRATION OF BOAT RENTALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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