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1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-22 |
Branch Locations
1600 Aspen Commons Suite 825, Middleton, WI 53562 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 12/1994 | 07/2024 |
| Northwestern Mutual Investment Services, Llc | Madison | WI | 02/1995 | 07/2024 |
| Northwestern Mutual Investment Services, Llc | Middleton | WI | 02/2009 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2015 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 12/2025 |
| Sentinel Advisory Group, Llc | Middleton | WI | 07/2024 | Present |
1. Fixed insurance sales; as of 8/01/2024; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Condo association Treasurer; Fieldstone Condo Assoc located at 9640 Fieldstone , Minocqua Wi 54548; Not investment related; Creating Budgets and financial documents with the help of our CPA. Does not have any checking writing authorization; 1-2 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-05 |
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