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Benjamin David Partridge

Northwestern Mutual Investment Services, LLC

Naples, FL

CRD 7221050

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Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

  • INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-15
  • FL RA
    APPROVED
    Since 2026-05-15

Branch Locations

4851 Tamiami Trl N Suite 302, Naples, FL 34103 • 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
OrganizationCityStateFromTo
Student Atlanta GA 08/2012 08/2019
Capstone Financial Atlanta GA 07/2019 12/2019
Bank Of America Merrill Lynch Charlotte NC 01/2020 03/2024
Kurt Mattson Atlanta GA 04/2024 10/2024
Unemployed Alpharetta GA 11/2024 12/2025
Bella Advisors Roswell GA 12/2025 02/2026
Keith Spengel Naples FL 03/2026 04/2026
Northwestern Mutual Investment Services Llc Atlanta GA 05/2024 10/2024
Keith Spengel Naples FL 04/2026 Present
Northwestern Mutual Investment Services Llc Naples FL 05/2026 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2026 Present
  • 08/2012 → 08/2019
    Student
    Atlanta, GA
  • 07/2019 → 12/2019
    Capstone Financial
    Atlanta, GA
  • 01/2020 → 03/2024
    Bank Of America Merrill Lynch
    Charlotte, NC
  • 04/2024 → 10/2024
    Kurt Mattson
    Atlanta, GA
  • 11/2024 → 12/2025
    Unemployed
    Alpharetta, GA
  • 12/2025 → 02/2026
    Bella Advisors
    Roswell, GA
  • 03/2026 → 04/2026
    Keith Spengel
    Naples, FL
  • 05/2024 → 10/2024
    Atlanta, GA
  • 04/2026 → Present
    Keith Spengel
    Naples, FL
  • 05/2026 → Present
    Naples, FL
  • 08/2026 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-09
  • S66 Uniform Combined State Law Examination
    2021-04-09
Other Names
  • Benjamin Partridge
  • Ben Partridge

View on SEC IAPD

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