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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Quincy | IL | 03/2016 | 08/2018 |
| Ipi Wealth Management, Inc. | Quincy | IL | 03/2016 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2018 | Present |
| Northwestern Mutual Investment Services, Llc | Champaign | IL | 08/2018 | Present |
| Andrew K Cashman Attorney At Law | Quincy | IL | 08/2017 | 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) OWNER, A CASHMAN HOLDINGS, LLC, LEGAL ENTITY, START DATE: 3/1/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED. 3) OWNER, APCE BUSINESS AND INSURANCE SERVICES, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 1/20/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-03 |
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