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141 E Walnut Street, Oglesby, IL 61348 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nicholas Potthoff | Ottawa | IL | 06/2014 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Ottawa | IL | 07/2014 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2018 | 04/2024 |
| Illinois Valley Community College, 8 | Oglesby | IL | 01/2020 | 01/2024 |
| Btnjt, Inc. | Ottawa | IL | 01/2024 | 01/2025 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2024 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 01/2025 |
| Lincolnbridge Financial Planning, Llc | Oglesby | IL | 01/2025 | Present |
ILLINOIS VALLEY CREDIT UNION, INVESTMENT RELATED, 1131 SHOOTING PARK RD. PERU, IL 61354, CREDIT UNION WHICH PROVIDES BANKING SERVICES AND EXTENDS CREDIT. BOARD MEMBER SINCE MARCH 18TH, 2025. APPROXIMATELY 1 HOUR PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. DUTIES INCLUDE VOTING ON ISSUES PERTAINING TO THE COMPANY AND APPROVAL OF DATA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-05 |
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