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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2010-01-20 |
Branch Locations
1600 Division St Ste 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2008 | Present |
| Northwestern Mutual Nvestment Services, Llc | Nashville | TN | 09/2008 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2015 | 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. ELDER/FINANCE COMMITTEE MEMBER, TRINITY CHURCH OF NASHVILLE, 2021 21ST AVE. SOUTH, STE. B-108, NASHVILLE, , TENNESSEE, 37212, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 12/16/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, FINANCE COMMITTEE - CHECK WRITING AUTHORITY. 3. OWNER, HPC HOLDINGS, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 8/1/2025, 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 | 2010-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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