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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-10-05 |
Branch Locations
8215 Greenway Blvd Ste 320, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cardinal Glass Industries | Spring Green | WI | 10/2016 | 08/2020 |
| Risesmart | San Jose | CA | 10/2020 | 05/2021 |
| Unemployed | Deerfield | WI | 09/2016 | 09/2016 |
| Unemployed | Prairie Du Sac | WI | 09/2020 | 09/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2021 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 06/2021 | Present |
| Matthew Heckman | Milwaukee | WI | 02/2022 | Present |
| Northwestern Mutual Wealth Management Compan | Milwaukee | WI | 05/2022 | Present |
1. OUTSIDE INSURANCE GENERAL SALES/SERVICING, GENERAL SALES/SERVICING, START DATE: 10/15/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LIFE, ACCIDENT & HEALTH, DI, LTC, ANNUITIES LICENSES UPLOADED -- PLACING 1 DI POLICY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
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