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Trevor Nargis

Northwestern Mutual Investment Services, LLC

Milwaukee, WI

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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-04
  • WI RA
    APPROVED
    Since 2026-02-04

Branch Locations

330 E Kilbourn Ave Ste 950, 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
Annex Wealth Management, Llc Elm Grove WI 01/2021 10/2025
U. S. Bank Milwaukee WI 01/2020 01/2021
Refinitiv Brookfield WI 06/2019 01/2020
Unemployed Milwaukee WI 05/2019 06/2019
Charles Schwab Mequon WI 08/2018 05/2019
J.P. Morgan Milwaukee WI 05/2018 08/2018
Student Milwaukee WI 01/2018 05/2018
The Home Depot Wauwatosa WI 05/2016 01/2018
Northwestern Mutual Investment Services, Llc Milwaukee WI 02/2026 Present
Dustin Ashley Milwaukee WI 10/2025 Present
  • 01/2021 → 10/2025
    Annex Wealth Management, Llc
    Elm Grove, WI
  • 01/2020 → 01/2021
    U. S. Bank
    Milwaukee, WI
  • 06/2019 → 01/2020
    Refinitiv
    Brookfield, WI
  • 05/2019 → 06/2019
    Unemployed
    Milwaukee, WI
  • 08/2018 → 05/2019
    Charles Schwab
    Mequon, WI
  • 05/2018 → 08/2018
    J.P. Morgan
    Milwaukee, WI
  • 01/2018 → 05/2018
    Student
    Milwaukee, WI
  • 05/2016 → 01/2018
    The Home Depot
    Wauwatosa, WI
  • 02/2026 → Present
    Northwestern Mutual Investment Services, Llc
    Milwaukee, WI
  • 10/2025 → Present
    Dustin Ashley
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-25
S65 Uniform Investment Adviser Law Examination 2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    2026-07-25
  • S65 Uniform Investment Adviser Law Examination
    2021-06-15

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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