Best Investors
Account
Sign in
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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-13 |
Branch Locations
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-19 |
Reach out to this advisor