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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Appleton | WI | 10/2018 | 12/2018 |
| James Woelfel | Appleton | WI | 01/2019 | Present |
| Northwestern Mutual Investment Services Llc | Appleton | WI | 01/2019 | Present |
| Titletown Wealth Management | Green Bay | WI | 10/2017 | 10/2018 |
| Bank Mutual | Green Bay | WI | 05/2017 | 10/2017 |
| Paul Bonikowske Financial Services | Appleton | WI | 05/2014 | 05/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-23 |
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