David Brian Bonifas

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1982 → Present
  The Northwestern Mutual Ife Insurance Company
  Milwaukee, WI
• 11/1986 → Present
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 03/2009 → Present
  Northwestern Mutual Wealth Management Company
  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. LFC ENTITY, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 8/15/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED. 3. OYODB, LLC, LEGAL ENTITY, START DATE: 8/15/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Designations

• Chartered Financial Consultant

Other Names

• Dave Bonifas