Advisor at Northwestern Mutual Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northwestern Mutual Investment Management
Location
Milwaukee, WI 53202
Credentials
Series 63, Series 65
Industry experience
7 years
Jacob Thomfohrda is a financial advisor at Northwestern Mutual Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Drake & Associates, LLC, Eagle Strategies (NY Life), and Prudential/Pruco Securities LLC. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers. The firm functions as a solicitor that screens and refers clients to third-party Sponsors and does not manage or custody client accounts directly.
Based on Northwestern Mutual Investment Management
720 E Wisconsin Ave
Milwaukee, WI 53202
Wisconsin
Northwestern Mutual Investment Services LLC
2025 - Present (1 year)
Northwestern Mutual Life Insurance Company
2025 - Present (1 year)
Drake & Associates, LLC
2023 - 2024 (1 year)
Eagle Strategies (NY Life)
2022 - 2023 (1 year)
Gary A Erickson
2019 - 2023 (4 years)
Nylife Securities LLc
2019 - 2023 (4 years)
Endurance
2019 - 2019 (1 year)
LYFT
2019 - 2019 (1 year)
Securities Financial via Robert Half
2018 - 2019 (1 year)
Tesla
2018 - 2018 (1 year)
ManCave Craft Meats
2017 - 2017 (1 year)
UBER Technologies
2016 - 2017 (1 year)
Prudential / Pruco Securities LLC
2016 - 2018 (2 years)
wells Fargo
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 65
Glendale, WI
Erenda Capital
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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