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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-28 |
Branch Locations
1670 Route 34 Ste 2, Wall Township, NJ 07727 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/1992 | Present |
| Northwestern Mutual Investment Services, Llc | Wall Township | NJ | 10/1993 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS 2. TREASURER, MCOA, 89 SAW TIMBER DR., HILTON HEAD, , SOUTH CAROLINA, 29926, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 3/23/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER ATTENDS MEETINGS, OVERSEES PERFORMANCE OF COMMUNITY MANAGEMENT STAFF. AS TREASURER I OVER SEE THE FINANCIAL MANAGEMENT OF THE COMMUNITY, ALSO WORK WITH MANAGEMENT ON BUDGETING PROCESSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-12 |
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