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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
21800 Oxnard St Ste 800, Woodland Hls, CA 91367 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/1989 | Present |
| Northwestern Mutual Investment Services, Llc | Woodland Hills | CA | 01/2006 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2011 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS; NON INVESTMENT RELATED. 2. MANAGING PARTNER, THE BEER FINANCIAL GROUP, INC., (PERSONAL INSURANCE BUSINESS), 21800 OXNARD ST, STE 800, WOODLAND HILLS, , CALIFORNIA, 91367, UNITED STATES OF AMERICA, LEGAL ENTITY, START DATE: 1/1/2011, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, CORPORATION WAS ESTABLISHED FOR ACCOUNTING AND LIABILITY PURPOSES; INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-27 |
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