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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Ins. Co | Milwaukee | WI | 05/1991 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 01/1993 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2015 | 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. (2) 100% OWNER, PILLARS FINANCIAL, LLC, TULSA, OK, START 01/09, INVESTMENT RELATED, LLC ESTABLISHED TO CONTRACT AS GENERAL AGENT. (3) VICE-CHAIR, KIPP-TULSA, 1661 E VIRGIN ST, TULSA, , OKLAHOMA, 74106, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 04/21/2016, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DUTIES INCLUDE ATTENDING BOARD MEETINGS AND HELPING TO ESTABLISH ORG. POLICIES. (4) BOARD MEMBER NONPROFIT, N/A, TULSA, , OKLAHOMA, 74103, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 7/27/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, TREASURER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-10 |
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