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500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-14 |
Branch Locations
500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Seattle | WA | 01/2010 | 06/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2009 | 06/2021 |
| Northwestern Mutual Investment Services, Llc | Seattle | WA | 04/2012 | 06/2021 |
| Northwestern Mutual Wealth Management Comopany | Milwaukee | WI | 11/2014 | 06/2021 |
| Consilio Wealth Advisors, Llc | Bellevue | WA | 06/2021 | 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) 100% OWNER, 4115 42ND AVE SW, UNIT A, SEATTLE, WASHINGTON, 98116, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 11/13/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER; investment-related 3) <1% OWNERSHIP, 3825 BANK STREET, 3825 BANK STREET, BALTIMORE, , MARYLAND, 21224, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 09/09/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE, PASSIVE INVESTOR. INVESTMENT RELATED. 4) <1% OWNERSHIP, CROWDSTREET, 5750 LAKESIDE DRIVE, 5750 LAKESIDE DRIVE, MARGATE, , FLORIDA, 33063, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 09/23/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE, PASSIVE INVESTOR. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-19 |
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