Best Investors Account Sign in

Joshua Groetken

Northwestern Mutual Investment Services, LLC

Boulder, CO

Claim This Profile
Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-22
  • CO RA
    APPROVED
    Since 2025-09-22

Branch Locations

4875 Pearl East Cir Ste 200, Boulder, CO 80301-2600 • 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
Gordon Biersch Craft Restaurant And Brewery Broomfield CO 04/2014 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2018 09/2018
Northwestern Mutual Investment Services Llc Boulder CO 04/2019 Present
Daniel Webb Boulder CO 09/2018 12/2018
Brandon Strope Boulder CO 01/2019 12/2020
James Zoller Boulder CO 12/2020 Present
Justin Halverson Boulder CO 01/2021 12/2022
Matthew Stewart Boulder CO 01/2021 12/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2021 Present
Matthew T Stewart Boulder CO 01/2024 Present
Justin Drew Halverson Boulder CO 01/2024 Present
  • 04/2014 → Present
    Gordon Biersch Craft Restaurant And Brewery
    Broomfield, CO
  • 05/2018 → 09/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2019 → Present
    Northwestern Mutual Investment Services Llc
    Boulder, CO
  • 09/2018 → 12/2018
    Daniel Webb
    Boulder, CO
  • 01/2019 → 12/2020
    Brandon Strope
    Boulder, CO
  • 12/2020 → Present
    James Zoller
    Boulder, CO
  • 01/2021 → 12/2022
    Justin Halverson
    Boulder, CO
  • 01/2021 → 12/2022
    Matthew Stewart
    Boulder, CO
  • 08/2021 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2024 → Present
    Matthew T Stewart
    Boulder, CO
  • 01/2024 → Present
    Justin Drew Halverson
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
S63 Uniform Securities Agent State Law Examination 2020-12-26
  • S66 Uniform Combined State Law Examination
    2025-09-20
  • S63 Uniform Securities Agent State Law Examination
    2020-12-26
Designations
Other Names
  • Josh Groetken
  • Joshua Allen Groetken

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor