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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-29 |
Branch Locations
400 Broadhollow Rd Ste 200, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Tulsa | OK | 05/2011 | 11/2018 |
| Self Employed | Tulsa | OK | 11/2018 | 04/2025 |
| Northwestern Mutual Life Insurance Company | Miwaukee | WI | 07/2024 | 09/2024 |
| Tao Private Wealth | Tulsa | OK | 08/2023 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Tulsa | OK | 08/2024 | 09/2024 |
| Wes Pruitt | Melville | NY | 04/2025 | 05/2025 |
| Northwestern Mutual Investment Services Llc | Melville | NY | 06/2025 | Present |
| Wes Pruitt | Melville | NY | 05/2025 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-19 |
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