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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-07-08 |
Branch Locations
377 E Butterfield Rd Ste 400, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2008 | Present |
| Northwestern Mutual Investment Services, Llc | Skokie | IL | 01/2009 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
| Bankers Benefits And Boli Benefit Solutions | Lewisville | TX | 05/2016 | Present |
1. BOLI BENEFIT SOLUTIONS,LLC, D/B/A BANKERS BENEFIT INVESTMENT RELATED; 609 Royal Minister Dr, Lewisville TX 75056 ; PRESIDENT/CONSULTANT; 1/1/2005; 30-40 HRS/MO, 100% OWNER. 2. CONSULTING, EXECUTIVE COMPENSATAION, EXECUTIVE BENEFITS, BUSINESS PRACTICES, RETIREMENT CONSULTING. 3. 33% OWNER, BIALYSTOK POLAND, FARM LAND, BIALYSTOK POLAND, , TEXAS, 75056, POLAND, INVESTMENT PROPERTY, START DATE: 08/15/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE 4. $250,000 INVESTMENT, CITY NATIONAL BANKSHARES INC, 228 ELM ST, COLORADO CITY, , TEXAS, 75912, UNITED STATES OF AMERICA, FINANCIAL SERVICES BUSINESS, START DATE: 6/10/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-28 |
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