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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
111 West Cherry St Suite 200, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2006 | Present |
| Northwestern Mutual Investment Services, Llc | Mankato | MN | 11/2006 | Present |
| Waldorf College | Forest City | IA | 09/2003 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1. 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. 2. OWNER, TAK INSURANCE SERVICES LLC, LEGAL ENTITY, START DATE: 12/8/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 3. OWNER, J-TAK HOLDINGS LLC, LEGAL ENTITY - RECEIVING WMC AND RISK COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 9/19/2023, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 4. VICE PRESIDENT, SCHOLA, 145 GOOD COUNSEL DRIVE, MANKATO, , MINNESOTA, 56001, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 7/1/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, VICE PRESIDENT, NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-20 |
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