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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-12 |
Branch Locations
8215 Greenway Blvd Ste 320, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Middleton | WI | 07/2015 | 10/2019 |
| Ameriprise Financial | Middleton | WI | 08/2014 | 10/2019 |
| Goldstein Properties Llc | Middleton | WI | 12/2017 | 10/2019 |
| By The Bay Llc | Middleton | WI | 12/2017 | 10/2019 |
| Northern Bay Resort Llc | Middleton | WI | 12/2017 | 10/2019 |
| Hawk Lake Llc | Middlton | WI | 12/2017 | 03/2018 |
| Steven Penn | Middleton | WI | 11/2019 | Present |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 11/2019 | Present |
| Norwestern Mutual Wealth Management Company | Middleton | WI | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-08 |
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