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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-02
  • NJ RA
    APPROVED
    Since 2022-09-02

Branch Locations

412 Kings Hwy, Mickleton, NJ 08056 • 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 Investment Services, Llc Philadelphia PA 07/1999 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2008 Present
Northwestern Mutual Life Ins. Co. Milwaukee WI 02/1999 Present
  • 07/1999 → Present
    Philadelphia, PA
  • 06/2008 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/1999 → Present
    Northwestern Mutual Life Ins. Co.
    Milwaukee, WI
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. <2% OWNER, WORKMERK, 1001 CONSHOHOCKEN STATE ROAD, CONSHOHOCKEN, , PENNSYLVANIA, 19428, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 06/28/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE. INVESTMENT RELATED 3. OWNER, GJP COMPANY, LLC (WMC COMP AND EA EMPLOYMENT), LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 08/22/2024, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED 4. 100% OWNER, GJP HOLDINGS, LLC, LEGAL ENTITY, START DATE: 06/13/2023, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, NON-INVESTMENT RELATED. 5. 1% OWNER, FP III LLC, INVESTMENT PROPERTY, START DATE: 9/25/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, NONE. THIS IS SIMPLY AN LLC TO OWN A 1% INTEREST. THE ONLY ACTIVITY OF THE LLC IS TO OWN THE BUILDING OUR OFFICE IS LOCATED IN. THERE ARE NO OTHER RENTERS; INVESTMENT-RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-30
S63 Uniform Securities Agent State Law Examination 2000-01-29
  • S65 Uniform Investment Adviser Law Examination
    2006-05-30
  • S63 Uniform Securities Agent State Law Examination
    2000-01-29
Other Names
  • Geof Passehl
  • Geoff Passehl
  • Geoffrey J Passehl
  • Geoffrey James Passehl

View on SEC IAPD

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