Best Investors
Account
Sign in
Best Investors
Account
Sign in
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2006-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 01/1985 | Present |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 05/1986 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2011 | Present |
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. CHAIRMAN OF THE BOARD, YOUR ONE DEGREE, NA, TULSA, , OKLAHOMA, 74133, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 6/1/2014, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, CHAIRMAN OF THE BOARD 3. 100% OWNER, CTRGS, LLC, LEGAL ENTITY, START DATE: 01/31/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 4. OWNER, TRAIL HAND PARTNERS INSURANCE SERVICES, INC., LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 2/17/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-09 |
Reach out to this advisor