Jordan Russell Schultze

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Northwestern Mutual Investment Services, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-07-10

WI RA
APPROVED

Since 2025-07-10

Branch Locations

720 E Wisconsin Ave, Milwaukee, WI 53202 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert W. Baird & Co. Incorporated	Milwaukee	WI	03/2014	02/2025
Northwestern Mutual Life Insurance Company	Milwaukee	WI	02/2025	Present
Northwestern Mutual Invesment Services Llc	Milwaukee	WI	06/2025	Present

03/2014 → 02/2025

Robert W. Baird & Co. Incorporated

Milwaukee, WI
02/2025 → Present

Northwestern Mutual Life Insurance Company

Milwaukee, WI
06/2025 → Present

Northwestern Mutual Invesment Services Llc

Milwaukee, WI

Previous Registrations

2021-06-24 → 2025-03-11

Robert W. Baird & Co. Incorporated

Milwaukee, WI

Milwaukee, WI

Milwaukee, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-06-15
S63	Uniform Securities Agent State Law Examination	2013-12-30

S65 Uniform Investment Adviser Law Examination

2021-06-15
S63 Uniform Securities Agent State Law Examination

2013-12-30

Other Names

Jordan R Schultze

View on SEC IAPD