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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-03-30 |
Branch Locations
700 Central Avenue Suite 300, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | Present |
| Northwestern Mutual Investment Services, Llc | St. Petersburg | FL | 11/2012 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNER, MENKE REAL ESTATE DEVELOPMENT, LLC, 540 COLLANY RD, TIERRA VERDE, , FLORIDA, 33715, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 01/10/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PASSIVE INVESTOR 3. 100% OWNER, KMWM HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 09/06/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. 100% OWNER, CKM COMPANY, LLC, LEGAL ENTITY, START DATE: 09/06/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 5. ADVISOR TO THE BOARD - NOT BOARD MEMBER, BANKERS FINANCIAL CORPORATION, 11101 ROOSEVELT BLVD, ST. PETERSBURG, , FLORIDA, 33716, UNITED STATES OF AMERICA, PRIVATE, START DATE: 5/15/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER, INVESTMENT RELATED 6. 100% OWNER, RMMCKM HOLDINGS, 540 COLLANY RD, TIERRA VERDE, , FLORIDA, 33715, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 06/17/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INHERITED MONEY. non investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-05 |
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