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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-15 |
Branch Locations
Simi Valley, CA • United States
21800 Oxnard St Ste 800, Woodland Hls, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell Beer | Woodland Hills | CA | 06/2007 | Present |
| Northwestern Mutual Investment Services Llc | Woodland Hills | CA | 08/2012 | 10/2024 |
| Tricia Dahlgren Wedding Planner & Event Coordinator | Valencia | CA | 03/2013 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2014 | Present |
| Northwestern Mutual Investment Services, Llc | Woodland Hills | CA | 10/2014 | 10/2024 |
| Casey Pierce | Santa Monica | CA | 10/2024 | Present |
| Northwestern Mutual Investment Services Llc | Santa Monica | CA | 10/2024 | Present |
TRICIA DAHLGREN WEDDING PLANNER & EVENT COORDINATOR. 24174 JOSHUA DR, VALENCIA, CA. COORDINATING WEDDINGS AND BIRTHDAYS. SATURDAYS AND SUNDAYS ONLY. $2000 ANNUAL COMPENSATION. NOT INVESTMENT RELATED. START DATE: 1/28/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-13 |
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