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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-13 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
20800 Swenson Dr Ste 200, Waukesha, WI 53186 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-08 |
Branch Locations
20800 Swenson Dr Ste 200 Crossroads Corporate Center, Waukesha, WI 53186 • United States
Brown Deer , WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor | Menomonee Falls | WI | 01/2016 | 11/2016 |
| Robert W Baird & Co., Incorporated | Milwaukee | WI | 11/2017 | 09/2019 |
| Umb Fund Services | Milwaukee | WI | 11/2016 | 11/2017 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 11/2019 | 05/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2019 | 05/2025 |
| Wells Fargo Clearing Services, Llc ( | Toledo | OH | 05/2025 | Present |
| Wells Fargo Advisors Financial Network | Waukesha | WI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-07 |
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