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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-23 |
Branch Locations
655 W Broadway Ste 1700, San Diego, CA 92101 • United States
Leonardtown, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Financial Planning Inc | Mount Vernon | WA | 03/2020 | 11/2020 |
| Strategic Wealth Group | Tallahassee | FL | 08/2016 | 03/2020 |
| Park Avenue Securites | Tallahassee | FL | 08/2016 | 11/2019 |
| Guardian Life Insurance | Tallahassee | FL | 08/2016 | 03/2020 |
| The University Of Alabama | Tuscaloosa | AL | 01/2016 | 12/2017 |
| Ashley Russo | San Diego | CA | 11/2020 | 03/2021 |
| Ashley Russo Meinert | San Diego | CA | 03/2021 | Present |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 03/2021 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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