Best Investors Account Sign in
Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-03-30
  • FL RA
    APPROVED
    Since 2015-03-30

Branch Locations

700 Central Avenue Suite 300, St Petersburg, FL 33701 • 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
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
  • 11/2012 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2012 → Present
    St. Petersburg, FL
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-25
S63 Uniform Securities Agent State Law Examination 2013-03-05
  • S66 Uniform Combined State Law Examination
    2015-03-25
  • S63 Uniform Securities Agent State Law Examination
    2013-03-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor