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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-21 |
Branch Locations
8215 Greenway Blvd Ste 320, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 08/2016 | 09/2017 |
| Augustine Financial | Brookfield | WI | 10/2017 | 07/2018 |
| Isg Financial Advisors | Madison | WI | 02/2013 | 09/2017 |
| Matthew Heckmann | Middleton | WI | 07/2018 | Present |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 07/2018 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2018 | Present |
1. OWNER, MT5:9, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 1/2/2024, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 2. OWNER, LLMEMBAS, LLC, LEGAL ENTITY, START DATE: 10/17/2023, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-06 |
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