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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
WI RA APPROVED 2025-05-13
  • WI RA
    APPROVED
    Since 2025-05-13

Branch Locations

Justin, TX • United States

720 E Wisconsin Ave, Milwaukee, WI 53202 • 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
Td Amertitrade Southlake TX 09/2018 04/2020
Carter Bloodcare Bedford TX 08/2017 12/2017
Kohls Southlake TX 11/2014 01/2019
Keller Williams Realty Southlake TX 08/2010 04/2020
Bree Hill Properties Keene TX 03/2004 Present
Bree Hill Enterprises/Kimball Agent Partners West Lake Hills TX 12/2015 Present
Fidelity Brokerage Services Llc Westlake TX 04/2020 02/2024
The Mom Project Chicago IL 03/2025 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2025 Present
Northwestern Mutual Investment Services Llc Milwaukee WI 03/2025 Present
  • 09/2018 → 04/2020
    Td Amertitrade
    Southlake, TX
  • 08/2017 → 12/2017
    Carter Bloodcare
    Bedford, TX
  • 11/2014 → 01/2019
    Kohls
    Southlake, TX
  • 08/2010 → 04/2020
    Keller Williams Realty
    Southlake, TX
  • 03/2004 → Present
    Bree Hill Properties
    Keene, TX
  • 12/2015 → Present
    Bree Hill Enterprises/Kimball Agent Partners
    West Lake Hills, TX
  • 04/2020 → 02/2024
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    The Mom Project
    Chicago, IL
  • 03/2025 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2025 → Present
    Milwaukee, WI
Previous Registrations
  • 2021-12-01 → 2023-07-21
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

1. Bree Hill Enterprises/Kimball Agent Partners, LP| Investment Related: Yes| West Lake Hills, Texas, US| Silent Partner| Investor of Commercial Building| Start Date: 12/2015| 0 hours per month| 0 Trading Hours| No duties 2. Bree Hill Properties, LP| Investment Related: Yes| Keene, Texas, US| Real Estate Property| General Partner| Start Date: 3/2004|4 hours per month|0 Trading Hours| Duties: Collect rent, accounting, repairs 3. 1337 DILLARD CREEK DR, 1337 DILLARD CREEK DR, JUSTIN, , TEXAS, 76247, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 08/26/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECTING RENT, REPAIRS AND PROCESSING LEASE WHEN NEEDED. INVESTMENT RELATED. 4. BREE HILL PROPERTIES LTD, 101 FIRESIDE VILLAGE DRIVE, KEENE, , TEXAS, 76059, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 08/26/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECT RENT, REPAIRS AND RENEW LEASES WHEN NEEDED. INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-20
S63 Uniform Securities Agent State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2021-10-20
  • S63 Uniform Securities Agent State Law Examination
    2018-11-19
Other Names
  • Ines Delia Collazo
  • Ines Collazo

View on SEC IAPD

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