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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NE | RA | APPROVED | 2018-08-21 |
Branch Locations
3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2013 | 08/2018 |
| Northwestern Mutual Investment Services, Llc | Norfolk | NE | 11/2013 | 08/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2016 | 08/2018 |
| Commonwealth Financial Network | San Diego | CA | 08/2018 | Present |
| Calmwater Financial | Norfolk | NE | 08/2018 | Present |
1. Fixed insurance sales; as of 08/17/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner & president, Bierman Financial Services, Inc. a private entity established to facilitate securities, advisory, and insurance business; Located in Norfolk, NE as of 01/01/2023; 90% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, CalmWater Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 20% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-01-13 |
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