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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
Wesley Chapel, FL • United States
1515 S Federal Hwy Ste 208, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Sun City Center | FL | 06/2020 | 06/2021 |
| Raymond James | Beaver | PA | 12/2015 | 06/2020 |
| Payant Wealth Management | Sun City Center | FL | 06/2020 | 07/2020 |
| Unemployed | Wesley Chapel | FL | 07/2020 | 08/2020 |
| Matthew Lytell | Tampa | FL | 09/2020 | 05/2021 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 09/2020 | 05/2021 |
| Edward Jones | St Louis | MO | 06/2021 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Fort Myers | FL | 01/2025 | Present |
| Joseph Small | Fort Myers | FL | 12/2024 | 03/2025 |
| Associate Agent | Fort Myers | FL | 03/2025 | Present |
1. BOARD MEMBER, WESBRIDGE CDD, 5844 OLD PASCO ROAD, WESLEY CHAPEL, , FLORIDA, 33544, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 9/2/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD MEMBER. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
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