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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | St. Paul | MN | 10/2003 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2003 | Present |
| Pwl, Llc | Grove Heights | MN | 06/2001 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | Present |
| Simley High School | Inver Grove Heights | MN | 07/2013 | 12/2024 |
1. PARTNER WITH PWC, LLC, A RENTAL PROPERTY. NOT INVESTMENT RELATED. 2807 96TH STREET EAST, INVER GROVE HEIGHTS, MN 55077, NATURE OF BUSINESS IS RENTAL PROPERTIES, START DATE WAS SUMMER OF 2001, 1 HOUR PER MONTH DEVOTED TO BUSINESS, NO TIME DURING SECURITY TRADING HOURS SPENT ON BUSINESS, DUTIES INCLUDE PARTNER/TAKE CARE OF FINANCES (CHECKING ACCOUNT). 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. SIMLEY HIGH SCHOOL, HEAD GIRLS HIGH SCHOOL HOCKEY COACH, INVER GROVE HEIGHTS, MN, NON-INVESTMENT RELATED, HOCKEY COACH, 7/24/2013, 40-HOURS MONTH FROM MID-OCTOBER THROUGH MID-FEBRARY. 3. DEFENDING THE BLUE LINE; NON-INVESTMENT RELATED; 1206 N FRONTAGE RD SUITE B, HASTINGS, MN 55033; CFO; PROVIDING OVERSIGHT FOR RECORDS AND FINANCIAL TRANSACTIONS, REVIEWING ANNUAL STATEMENTS; 05/01/2014; APPROX. 3HRS/MONTHLY. 4.33.33% OWNER, ATS ENTERPRISES, LLC, 2927 96TH STREET EAST, INVER GROVE HEIGHTS, , MINNESOTA, 55077, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 09/20/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER OF THE LLC 5. CHAIRMAN, UNITED HEROES LEAGUE, NON-PROFIT, START DATE: 11/17/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, CHAIRMAN OF THE BOARD-ATTEND BOARD MEETINGS-VOLUNTEER AT EVENTS WHEN POSSIBLE 6. COURTHOUSE CAPITAL LLC, INVESTMENT PROPERTY, START DATE: 01/26/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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