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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-07-08
  • IL RA
    APPROVED
    Since 2013-07-08

Branch Locations

377 E Butterfield Rd Ste 400, Lombard, IL 60148 • 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
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
  • 12/2008 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2009 → Present
    Skokie, IL
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2016 → Present
    Bankers Benefits And Boli Benefit Solutions
    Lewisville, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-07
S63 Uniform Securities Agent State Law Examination 1983-01-28
  • S65 Uniform Investment Adviser Law Examination
    2006-02-07
  • S63 Uniform Securities Agent State Law Examination
    1983-01-28
Designations
Other Names
  • Tom Kosanda
  • Thomas W Kosanda
  • Thomas William Kosanda
  • Thomas William Kosanda

View on SEC IAPD

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