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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-10-17 |
Branch Locations
600 Grant Street 3550 Us Steel Tower, Pittsburgh, PA 15219 • 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 Life | Milwaukee | WI | 06/1993 | Present |
| Northwestern Mutual Investment Services, Llc | Pittsburgh | PA | 06/1995 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 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. MEMBER, CENTRAL PENNSYLVANIA SCHOLARSHIP FUND, 227 JEFFERSON AVE, TYRONE, , PENNSYLVANIA, 16686, UNITED STATES OF AMERICA, LEGAL ENTITY, START DATE: 9/17/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM A MEMBER OF SPECIAL PURPOSE ENTITY THROUGH FORMATION OF LLC. 3. OWNER, LV1959 INSURANCE SERVICES LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 04/28/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. OWNER, H2P COMPANY, LLC, LEGAL ENTITY, START DATE: 04/28/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-17 |
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