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2005 N Westwood Blvd, Poplar Bluff, MO 63901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-11 |
Branch Locations
2005 N Westwood Blvd, Poplar Bluff, MO 63901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2016 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Poplar Bluff | MO | 02/2017 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2018 | 09/2019 |
| Coffman Wealth Advisors, Llc | Poplar Bluff | MO | 10/2025 | Present |
| Coffman And Company, P.C. | Poplar Bluff | MO | 09/2019 | Present |
Coffman and Company, P.C.; non-investment related; 2005 N. Westwood Blvd. Poplar Bluff, MO 63901; Accounting; Sr. Accountant; 09/2019; 160 hrs./mo; 100 hrs/mo; Provides accounting, tax compliance, bookkeeping, payroll tax compliance. Missouri Baptist Foundation; Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Asset Management for Missouri Baptist Churches and Ministries; Trustee on Board of Trustees; Endowment Management Committee; Audit Committee; 12/2024; 5hrs/mo; 5hrs/mo attends three board meetings per year Straightway Holdings, Inc (subsidiary of Missouri Baptist Foundation); Investment Related; 400 East High Street Suite 500. Jefferson City, MO 65101; Impact Investing for Ministry; Trustee on Board of Trustees; 12/2024; 1hr/mo; 1hr/mo; attends three board meetings per year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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