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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Dallas | TX | 09/1984 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 01/1996 | Present |
| The Reeter Agency - Northwestern Mutual | Fort Worth | TX | 02/1996 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2016 | Present |
1) MATTHEW 5:16 LTD., INVESTMENT-RELATED, LAND DEVELOPMENT 2) TRINITY LOFTS, LTD., INVESTMENT-RELATED, DALLAS, TX, REAL ESTATE, LIMITED PARTNER, APRIL 11, 2005, PASSIVE INVESTMENT, PROVIDE INSIGHT AND COUNSEL 3) Abres III, INVESTMENT-RELATED, FORT WORTH, TX, REAL ESTATE, LIMITED PARTNER, JANUARY 1, 2006, PASSIVE INVESTMENT, TWO HOURS PER MONTH, PROVIDE INSIGHT AND COUNSEL 4) VALUE PLACE DEVELOPMENT, INVESTMENT-RELATED, NASHVILLE, TN, CLARKSVILLE, TN, MIDLAND, TX AND SAN ANTIONIO, TX, REAL ESTATE, DECEMBER 1, 2006, PROVIDE COUNSEL 5) THE TEXAS FINANCIAL GROUP GP, LLC, INVESTMENT-RELATED, OWNER. 6) THE TEXAS FINANCIAL GROUP LP, INVESTMENT RELATED, OWNER. 7) TEAM REETER VENTURES, LLC, INVESTMENT-RELATED, BURTON, TX, 50% OWNER, TEAM TRAINING, OCTOBER 1, 2006, 10 HOURS PER MONTH, LEAD TRAINING CAMP FOR NEW FINANCIAL REPRESENTATIVES, OVERSEE CATTLE RANCHING OPERATIONS HANDLED BY RANCH FOREMAN 8) BE STILL; NOT INVESTMENT-RELATED; HOUSTON, TX, 50% OWNER, LESS THAN ONE HOUR PER MONTH, DEVELOPMENT OF SOFTWARE FOR TRACKING DAILY SPIRITUAL FOCUS 9) OTHER NON-FINANCIAL SERVICE BUSINESS, NON-FINANCIAL SERVICES BUSINESS, START DATE: 01/06/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WRITING A BOOK. PUBLISHING A BOOK 10) 80% OWNER RENTAL PROPERTY; 84 RIVER RIDGE DR, WACO, TX 76705; INVESTMENT-RELATED; START DATE 7/30/15; 5 HOURS PER MONTH DURING NON-TRADING HOURS; LANDLORD DUTIES. 11) 100% OWNER, 59 BORDERS ROAD, 59 BORDERS ROAD, AVON, , COLORADO, 81620, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/26/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER OF PROPERTY 12) 100% OWNER, WELLSPRING, LLC, 6301 BREDTHAUER RD, BURTON, , TEXAS, 77835, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 3/1/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER 13) <1% OWNER, 211 W FRANKLIN STREET, 211 W FRANKLIN STREET, RICHMOND, , VIRGINIA, 23220, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 2/7/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE 14) 7.5% OWNER, 5949 SHERRY LANE, SUITE 1225, 5949 SHERRY LANE, SUITE 1225, DALLAS, , TEXAS, 75225, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/1/2006, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE 15) VICE CHAIR, ZIKLAG, 7 WILLIAMSBURG LANE, HOUSTON, , TEXAS, 77024, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 02/23/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, VICE CHAIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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