Brian Neal Edelstein

Current Employers

Employment History

• 11/2008 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2009 → Present
  Northwestern Mutual Investment Services, Llc
  Cleveland, OH
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

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. PRESIDENT-ELECT, NAIFA CLEVELAND, PO BOX 31416, INDEPENDENCE, OHIO, 44131, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 9/1/2016, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, I LEAD THE CHAPTER'S COMMITTEES FOR PROGRAMMING, MEMBERSHIP, MARKETING AND SPONSORSHIP. 3. ASSOCIATE, EBS SERVICES, LLC, COLI/BOLI, START DATE: 11/29/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, MARKETING AND SALES FOR BOLI/COLI CASES 4. ASSOCIATE, EBS SERVICES, COLI/BOLI, START DATE: 6/20/2023, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 21-40, PROSPECTING AND SALES 5. 20% OWNER, EFBF II, LLC, 270 EAGLE POINT DRIVE, LYNDHURST, , OHIO, 44124, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 02/29/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-08
• S63 Uniform Securities Agent State Law Examination
  2009-12-14