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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2002-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/1989 | Present |
| The Northwestern Mutual Life Insurance C | Milwaikee | WI | 09/1989 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2007 | Present |
1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATTED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2) CHAIRMAN OF BOARD OF DIRECTORS FOR BANK OF BOZEMAN IN BOZEMAN MT AS OF 08/2011; APPROX. 10 HOURS PER MONTH. 3) 51% OWNER, BAR-NER LLC, 2767 NORTH BEACH ROAD, ENGLEWOOD, , FLORIDA, 34223, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/1/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LANDLORD 4) DIRECTOR, VENTURA PLASTICS INC., 4000 WARREN-RAVENNA ROAD, NEWTON FALLS, , OHIO, 44444, UNITED STATES OF AMERICA, PRIVATE, START DATE: 09/29/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, REVIEW AND VOTE ON BUSINESS. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-01 |
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