Adam Lee Ranum

Current Employers

Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-05-28

WI RA
APPROVED

Since 2026-05-28

Branch Locations

2715 Post Road Suite A, Stevens Point, WI 54481 • 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

Organization	City	State	From	To
Summit Financial, Llc	Parsippany	NJ	05/2026	Present
Northwestern Mutual Life Insurance Company	Milwaukee	WI	05/2016	05/2026
Northwestern Mutual Investment Services Llc	Eau Claire	WI	05/2016	05/2026
Northwestern Mutual Wealth Management Company	Milwaukee	WI	03/2017	05/2026
Powertek	Eau Claire	WI	09/2019	10/2021

05/2026 → Present

Summit Financial, Llc

Parsippany, NJ
05/2016 → 05/2026

Northwestern Mutual Life Insurance Company

Milwaukee, WI
05/2016 → 05/2026

Northwestern Mutual Investment Services Llc

Eau Claire, WI
03/2017 → 05/2026

Northwestern Mutual Wealth Management Company

Milwaukee, WI
09/2019 → 10/2021

Powertek

Eau Claire, WI

Other Businesses

Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Ranum Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-28
S63	Uniform Securities Agent State Law Examination	2016-07-18

S65 Uniform Investment Adviser Law Examination

2026-05-28
S63 Uniform Securities Agent State Law Examination

2016-07-18

Other Names

Adam Lee Ranum

View on SEC IAPD