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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2015-07-31 |
Branch Locations
Ptarmigan Square 1617 Euclid Ave Ste 3, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 06/1994 | Present |
| Northwestern Mutual Investment Services, Llc | Bozeman | MT | 06/1998 | Present |
| Northwestern Mutual Investment Services, Llc | Helena | MT | 07/2015 | 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. TEAM MANAGER, HELENA YOUTH SOCCER ASSOCIATION, 381 ALFALFA RD, HELENA, MONTANA, 59602, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 08/25/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, 2011 BOYS SOCCER TEAM MANAGER 3.CO CHAIR FINANCE COMMITTEE, WESTSIDE MEN'S SOCCER, 381 ALFALFA RD, HELENA, MT, , MONTANA, 59602, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 08/27/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, DEPOSITING CHECKS FOR THE SOCCER TEAM, JOINT CHECK WRITING FOR EXPENSES. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-08 |
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