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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
| IL | RA | APPROVED | 2025-10-20 |
Branch Locations
377 Butterfield Road Suite 430, Lombard, IL 60148 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life | Milwaukee | WI | 10/1993 | 10/2025 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 06/1994 | 10/2025 |
| Bleakley Financial Group Dba Spahn Financial & Onepoint Bfg | Parsippany | NJ | 10/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | 10/2025 |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. QUINTESSENCE LEGACY PLANNING, NON INVESTMENT RELATED, 377 E BUTTERFIELD RD, SUITE 430, LOMBARD IL, DOCUMENTING LIFE STORIES, FEB 2015, HOURS PER MONTH: 1, HOURS DURING SECURITIES TRADING HOURS: 0, INTERVIEW AND DOCUMENT LIFE HISTORIES, 100% OWNERSHIP. 3. 100% OWNER, SF OPERATIONS INC, LEGAL ENTITY, START DATE: 8/1/2008, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 4. 85% OWNER, STEWARDSHIP ENTERPRISES LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 6/9/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-07 |
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