Kathleen Jo Erkel

Current Employers

Employment History

• 05/1986 → Present
  Robert Erkel
  Prior Lake, MN
• 12/2003 → Present
  Northwestern Mutual Investment Services, Llc.
  Prior Lake, MN
• 04/2013 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2015 → 12/2018
  Ethan Ruesink
  Prior Lake, MN

Other Businesses

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) CHIEF OPERATING OFFICER, STEADY STRATEGIES, LLC, PRIVATE, START DATE: 1/1/2018, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, CHIEF OPERATING OFFICER FOR STEADY STRATEGIES, LLC. OVERSEE THE OPERATIONS OF ROBERT ERKEL'S WEALTH MANAGEMENT PRACTICE INCLUDING FINANCIAL REPORTING, & PAYROLL. NON-FINANCIAL RELATED. 3) CANNON MN20 LLC, PERSONAL RESIDENTIAL ADDRESS, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/30/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5; INVESTMENT RELATED. 4) 45-47.5% OWNER, VCB PROPERTIES LLC, INVESTMENT PROPERTY, START DATE: 6/6/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, WE WILL BE MAJORITY OWNERS OF THE OFFICE BUILDING THAT WE CURRENTLY RENT FROM. A MANAGEMENT COMPANY WILL HANDLE THE LOGISTICS OF THE PROPERTY RENTALS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-24

Designations

Other Names

• Kathleen Jo Haugen