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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2010-01-04 |
Branch Locations
1245 Jordan Creek Pkwy Suite 200, W Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2005 | Present |
| Northwestern Mutual Investment Services, Llc | Ames | IA | 01/2007 | Present |
| Iowa State University | Ames | IA | 08/2005 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 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. BOARD MEMBER NON-PROFIT. TREASURER - NON-PROFIT OR 501C ORGANIZATION, CIVIC ORGANIZATION, OR NETWORKING/TRADE GROUP. 1200 PLEASANT STREET, DES MOINES, IOWA 50309. 3. 100% OWNER, BYRN FINANCIAL, LLC, MP GENERAL AGENT LEGAL ENTITY, START DATE: 03/12/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. 100% OWNER, JDB-WM, LLC, LEGAL ENTITY, START DATE: 03/12/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-16 |
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