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1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
1615 Foxtrail Drive Suite 260, Loveland, CO 80538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2014 | 09/2024 |
| Northwestern Mutual Investment Services Llc | Loveland | CO | 10/2014 | 09/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2017 | 09/2024 |
| Perspective Wealth Advisors Llc Dba Perspective Wealth Advisors | Loveland | CO | 09/2024 | Present |
1.100% OWNER, WBAR FOXTRAIL LLC, INVESTMENT PROPERTY, START DATE: 2/21/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, IT'S JUST OUR OFFICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-30 |
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