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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-05-12 |
Branch Locations
5420 Lyndon B Johnson 2 Lincoln Centre # 1300, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/1989 | Present |
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 11/1990 | Present |
| Northwestern Mutual Investment Services, Llc. | Dallas | TX | 05/2005 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2011 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1) PRESIDENT, SECRETARY, TREASURER AND 100%OWNER OF CRUSE FINANCIAL GROUP, INC., A HOLDING COMPANY FOR THE TEXAS FINANCIAL GROUP - DALLAS. 2) OWNER, NORTHWESTERN BENEFITS INC, 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 3) MULTIPLE LP AND LLC ENTITIES ESTABLISHED FOR CREDIT PROTECTION PURPOSES. FIRST BELCLAIRE INVESTMENTS; NOT INVESTMENT RELATED; FRISCO TX; FAMILY LIMITED PARTNERSHIP; STARTED 8/05; 49.95% OWNER, LIMITED PARTNER. BELCLAIRE ENTERPRISES, LLC, 5% OWNER. 4. 100% OWNER. TOMAHAWK, LP, 49.95% OWNER. BLACKWOOD OKIES ENTERPRISES LLC, 5% OWNER. FINANCIAL ASSET PROPERTIES, LP 99.9% OWNER AND LIMITED PARTNER. FF&E ENTERPRISES LLC, 10% OWNER. 5. 100% OWNER, TC-WMG, LLC, MP GENERAL AGENT LEGAL ENTITY, START DATE: 5/26/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-26 |
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