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8215 Greenway Boulevard Suite 540, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-15 |
| WI | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED_RES | 2018-08-15 |
Branch Locations
8215 Greenway Boulevard Suite 540, 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Madison | WI | 04/1994 | 08/2018 |
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 07/1992 | 08/2018 |
| Canopy Wealth Management | Middleton | WI | 08/2018 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 08/2018 |
1. Semper Fidelis, Investment related, 6418 Wydown Cir Madison WI 53562, Board member, Start 10/2015, 0-5 hours/month, Vote on board resolutions and authorized to trade in organizations brokerage account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-10 |
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