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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-05
  • WI RA
    APPROVED
    Since 2025-08-05

Branch Locations

316 E Silver Spring Dr Ste 300, Whitefish Bay, WI 53217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umbc Baltimore MD 06/2015 05/2019
Brown Advisory Baltimore MD 06/2018 08/2018
The Specialized Marketing Group Inc Milwaukee WI 06/2019 07/2019
Team Ehingen Urspring Ehingen 08/2019 09/2019
Captel Milwaukee WI 12/2019 12/2021
Prudential Insurance Company Of America Wauwatosa WI 12/2021 04/2024
Beacon Pointe Advisors Wauwatosa WI 04/2024 05/2025
Unemployed Whitefish Bay WI 10/2019 11/2019
Andrew Joseph Bird Whitefish Bay WI 05/2025 07/2025
Pruco Securities Llc Wauwatosa WI 09/2021 04/2024
Andrew Bird Whitefish Bay WI 07/2025 Present
Northwestern Mutual Investment Services Llc Whitefish Bay WI 07/2025 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2025 Present
  • 06/2015 → 05/2019
    Umbc
    Baltimore, MD
  • 06/2018 → 08/2018
    Brown Advisory
    Baltimore, MD
  • 06/2019 → 07/2019
    The Specialized Marketing Group Inc
    Milwaukee, WI
  • 08/2019 → 09/2019
    Team Ehingen Urspring
    Ehingen
  • 12/2019 → 12/2021
    Captel
    Milwaukee, WI
  • 12/2021 → 04/2024
    Prudential Insurance Company Of America
    Wauwatosa, WI
  • 04/2024 → 05/2025
    Beacon Pointe Advisors
    Wauwatosa, WI
  • 10/2019 → 11/2019
    Unemployed
    Whitefish Bay, WI
  • 05/2025 → 07/2025
    Andrew Joseph Bird
    Whitefish Bay, WI
  • 09/2021 → 04/2024
    Wauwatosa, WI
  • 07/2025 → Present
    Andrew Bird
    Whitefish Bay, WI
  • 07/2025 → Present
    Whitefish Bay, WI
  • 08/2025 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10
Other Names
  • Joe Sherburne

View on SEC IAPD

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