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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-10-30 |
Branch Locations
102 E Green Bay St Ste 100, Shawano, WI 54166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2009 | Present |
| Northwestern Mutual Investment Services, Llc | Shawano | WI | 07/2012 | 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. 100% OWNER, KNK HOLDINGS, LLC, INVESTMENT PROPERTY, START DATE: 3/24/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, CREATED AN LLC FOR THE PURPOSE OF FUTURE REALESTATE OF OFFICE SPACE FOR OUR DETACHED OFFICE; INVESTMENT-RELATED. 3. INTERIM SECRETARY, ST JAMES LUTHERAN CHURCH - SHAWANO WI, 324 S ANDREWS ST, SHAWANO, , WISCONSIN, 54166, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 09/17/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, AS SECRETARY - ATTEND MONTHLY BOARD MEETING, TAKE MINUTES OF THE BOARD MEETING. NON-INVESTENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-08 |
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