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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-05-25 |
Branch Locations
Minneapolis, MN • United States
720 E Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2018 | 09/2019 |
| Charterpoint Wealth Strategies | Minnetonka | MN | 12/2018 | 09/2019 |
| Cushman & Wakefield | Northmarq | Minneapolis | MN | 06/2016 | 09/2016 |
| Csb Culinary Services | St. Joseph | MN | 09/2017 | 12/2017 |
| Unemployed | Medina | MN | 01/2018 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 10/2019 | 06/2020 |
| Saint John's University | Collegeville | MN | 08/2015 | 12/2017 |
| Mass Mutual Life Insurance | St. Louis | MN | 09/2018 | 12/2018 |
| Charterpoint Wealth Management Subsidiary Of Mass Mutual | Minnetonka | MN | 12/2018 | 09/2019 |
| Bank Of America N.A. | Minneapolis | MN | 01/2020 | 06/2020 |
| State Farm | Wayzata | MN | 06/2020 | 10/2020 |
| Apple Automatic | Plymouth | MN | 01/2021 | 04/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2021 | Present |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-18 |
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