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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-08-01 |
Branch Locations
1111 W Jefferson St Ste 540, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub International | Boise | ID | 11/2018 | 03/2021 |
| Adp | Lynnwood | WA | 06/2017 | 10/2018 |
| Paychex Inc | Renton | WA | 12/2013 | 06/2017 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 08/2021 | Present |
| Travis Stokes | Nampa | ID | 05/2021 | 02/2024 |
| Randall Smith | Boise | ID | 05/2021 | 01/2024 |
| Joshua Harmon | Boise | ID | 05/2021 | 01/2024 |
| Robert Shannon | Boise | ID | 05/2021 | 01/2024 |
| Unemployed | Boise | ID | 04/2021 | 05/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | 02/2023 |
| Grateful Ducks, Llc | Boise | ID | 01/2024 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2024 | Present |
1. 100% OWNER, ONLINE TRADING CARDS SALES, 2610 W JEFFERSON ST,, BOISE, , IDAHO, 83702, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 7/7/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SELL TRADING CARDS ONLINE 2. ADMINISTRATIVE MANAGER/BOOKKEEPER, SOL THERAPY BOISE, 2610 W JEFFERSON ST, BOISE, , IDAHO, 83702, UNITED STATES OF AMERICA, BOOKKEEPER/TAX PREPARER, START DATE: 12/20/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PRIVATE THERAPY PRACTICE ADMINISTRATIVE MANAGER; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
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