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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Advisory Services, Llc | King Of Prussia | PA | 10/2020 | 06/2022 |
| Cornertstone Advisors, Ltd. | Allentown | PA | 09/2019 | 02/2020 |
| The Glenmede Trust Company, N.A. | Philadelphia | PA | 10/2018 | 09/2019 |
| The Penn Mutual Life Insurance Company | Horsham | PA | 11/1995 | 11/2017 |
| Unemployed | Bryn Mawr | PA | 11/2017 | 10/2018 |
| Unemployed | Bryn Mawr | PA | 02/2020 | 10/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | Present |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 12/2022 | Present |
| Girard Partners Ltd | King Of Prussia | PA | 10/2020 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
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