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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-01-08 |
Branch Locations
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 |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2011 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2014 | Present |
| Northwestern Mutual Investment Services Llc | Coralville | IA | 09/2014 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | Present |
1. LECTURER, UNIVERSITY OF IOWA, 108 JOHN PAPPAJOHN BUSINESS BLDG, IOWA CITY, IOWA, 52242, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 5/19/2014, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 0-5, LECTURER FOR THE UNIVERSITY OF IOWA BUSINESS SCHOOL. BUSINESS ANALYTICS AND DATA PROGRAMMING. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS 3. MATH TUTOR, NOT INVESTMENT-RELATED, 14 MACHLEAN HALL, IOWA CITY, IA 52246, START DATE: 08/20/2015, HELPING STUDENTS WITH THEIR ACADEMIC STUDIES, 12 HOURS PER MONTH 3. 100% OWNER, LLC TO BE DETERMINED, 263 WESTSIDE DRIVE, IOWA CITY, , IOWA, 52246, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 4/3/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER OF RENTAL PROPERTY, MAINTAINING THE ESTABLISHMENT 4. 100% OWNER, TENNIS PLAYER, VARIOUS TENNIS TOURNEY LOCATIONS, VARIOUS, , IOWA, 52246, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 02/02/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, PLAYER IN A TENNIS TOURNAMENT, non investment related. 5. BENJAMIN MARGOLIN, ACROSS THE COUNTRY/WORLD, NA, , IOWA, 11111, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 9/29/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, CARD TOURNAMENTS FOR CASH PRIZES; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
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