Jason Sponholtz (CRD# 5444370) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Franklin, WI and has over 16 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services, LLC | Franklin, WI | Jun 2020 - Current | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2020 - Current | 3 |
| U.s. Bank | Milwaukee, WI | May 2019 - Jun 2020 | 1 |
| U.s. Bancorp Investments, Inc. | Milwaukee, WI | May 2019 - Jun 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Mequon, WI | Apr 2017 - May 2019 | 2 |
| Wells Fargo Funds Distributor, LLC | Menomonee Falls, WI | Oct 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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