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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-08 |
| WI | RA | APPROVED | 2021-06-07 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2010 | 01/2021 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/2010 | 01/2021 |
| Michael Best & Friedrich, Llp | Milwaukee | WI | 01/2021 | 04/2021 |
| Annex Wealth Management | Elm Grove | WI | 05/2021 | Present |
TRUSTEE OF THE BARBARA WARD IRREVOCABLE TRUST (THE "TRUST"), NOT INVESTMENT RELATED, 1834 N. 83RD STREET, WAUWATOSA, WI 53213, IN MY DUTIES AS TRUSTEE, I CURRENTLY PAY PREMIUMS ON A LIFE INSURANCE POLICY OWNED BY THE TRUST, THE TRUST OWNS NO OTHER ASSETS OTHER THAN THE POLICY. I DO NOT RECIEVE ANY COMPENSATION FOR MY SERVICES, START DATE 1/10/2008. I SPEND APPROXIMATELY 5 HOURS PER YEAR ON THE TRUSTEE DUTIES, NONE OF WHICH OCCUR DURING SECURITIES TRADING HOURS. WOMEN & GIRLS FUND OF WAUKESHA COUNTY, NOT INVESTMENT RELATED, MEMBER, FUND DEVELOPMENT COMMITTEE - STARTED IN 05/2020 ; ASSISTS WITH THE DEVELOPMENT AND IMPLEMENTATION OF FUND DEVELOPMENT STRATEGY LOCATED: 2727 NORTH GRANDVIEW BLVD. WAUKESHA CATHOLIC COMMUNITY FOUNDATION, NOT INVESTMENT RELATED, BOARD MEMBER- LOCATED AT: 637 EAST ERIE STREET, MILWAUKEE- STARTED IN 07/2020
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