Best Investors Account Sign in
Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2019-02-25
  • ID RA
    APPROVED
    Since 2019-02-25

Branch Locations

1111 W Jefferson St Ste 540, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2010 Present
Northwestern Mutual Investment Services Llc John Day OR 02/2011 Present
Mj Capital Llc Salt Lake City UT 06/2006 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 Present
West Ada School District Eagle ID 03/2022 Present
  • 09/2010 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 02/2011 → Present
    John Day, OR
  • 06/2006 → Present
    Mj Capital Llc
    Salt Lake City, UT
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2022 → Present
    West Ada School District
    Eagle, ID
Other Businesses

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. COMMERCIAL PROPERTY LAND, REAL ESTATE DEVELOPMENT, INVESTMENT PROPERTY, START DATE: 06/29/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, 3. COACH, EAGLE MIDDLE SCHOOL, 1000 W FLOATING FEATHER RD, EAGLE, , IDAHO, 83616, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 12/1/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, MY 16-YEAR-OLD SON IS A COACH FOR EAGLE MIDDLE SCHOOL IN THE WEST ADA SCHOOL DISTRICT, BUT THE SCHOOL DISTRICT WILL ONLY PAY THOSE OVER 18 AND THEREFORE I AM EMPLOYED BY WEST ADA AND THEN I PAY MY SON. non investment related. 4.OWNER, ARGO GROUP, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 1/1/2027, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 6-20,ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-04
S63 Uniform Securities Agent State Law Examination 2011-05-20
  • S65 Uniform Investment Adviser Law Examination
    2014-06-04
  • S63 Uniform Securities Agent State Law Examination
    2011-05-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor