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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/1984 | Present |
| Northwestern Mutual Investment Services, Llc | St Simons Is | GA | 01/1987 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | Present |
1) SALES OF PORTFOLIO BASED INSURANCE PRODUCT WITH OTHER CARRIERS OTHER THAN NORTHWESTERN MUTUAL. 2) 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 3) THE BOLI GROUP, INVESTMENT-RELATED, 2487 DEMERE ROAD, SUITE 250, ST. SIMONS IS. GA, REGIONAL DIRECTOR, MARKETING, MAY 2016, 10 HOURS PER MONTH, CONDUCTS FINANCIAL SERVICES IN THE COLI/BOLI INSURANCE MARKET
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
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