Northwestern Mutual Wealth Management in Milwaukee, Wisconsin (WI)
Overview, Financial Summary, Detailed Financial Reports, Branches


  • Northwestern Mutual Wealth Management in Milwaukee, Wisconsin (WI)
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Northwestern Mutual Wealth Management - Overview

  • General
  • FDIC Certificate #: 57093
    Status: Active
    Federal Reserve ID: 3017081
    Date Established: April 06, 2001
    WWW: http://www.northwesternmutual.com
    Trust Powers Granted: Yes
    Bank Charter Class: Savings associations, state or federal charter, supervised by the Office of Thrift Supervision (OTS)
    Offices: 1 (Domestic: 1, Interstate: No)
    OTS Docket #: 16662
    FDIC's unique #: 357285
    Numeric code: 34
    Regulator: OCC
    Insurance Fund Membership: Deposit Insurance Fund (DIF)
    FDIC Insured: Yes
    Insured Savings Institution: Yes
    Deposit Insurance Fund member: Yes
    Ownership Type: Non-Stock
    FFIEC Call Report 31 Filer: No
    State Chartered: No
    Subchapter S Corporations: No
    Asset Concentration Hierarchy: Mortgage Lending Specialization
    Date of Deposit Insurance: April 06, 2001
    Last Structure Change Effective Date: July 21, 2011
    Last Structure Change Process Date: July 21, 2011
    Last Data Update: July 21, 2011
    Data Source Date: April 05, 2012
  • Location
  • Address: 611 E Wisconsin Avenue, Ste. 100, Milwaukee, WI 53202
    County: Milwaukee
    Quarterly Banking Profile Region: Chicago
    FDIC Geographic Region: Chicago
    FDIC Supervisory Region: Chicago
    FDIC Field Office: Milwaukee
    Office of the Comptroller the Currency (OCC) District: Central
    Office of Thrift Supervision Region: Central
    Metropolitan Statistical Area (MSA): Milwaukee-Waukesha, WI (#5080)
    Consolidated Metropolitan Statistical Area (CMSA): Milwaukee-Racine, WI (#63)
    Combined Statistical Area (CSA): Milwaukee-Racine-Waukesha, WI (#376)
    Core Based Statistical Area (CBSA): Milwaukee-Waukesha-West Allis, WI (#33340)
    CBSA Metro Statistical Area: Milwaukee-Waukesha-West Allis, WI (#33340)
  • History of Changes
  • Change in Primary Regulatory Agency
  • Financial Summary
  • Total assets: $187.3 mil
    Equity capital: $129.2 mil
    Deposits held in domestic offices: $50.5 mil
    Return on assets (ROA): 15.72% ($29.4 mil)
    Quarterly return on assets: 8.95% ($16.7 mil)
    Return on Equity (ROE): 26.88% ($34.7 mil)
    Quarterly return on equity: 14.46% ($18.7 mil)
    Net income: $18.0 mil
    Quarterly Net income: $3.3 mil
    Pretax return on assets: 25.41% ($47,588.6 mil)
    Quarterly Pretax return on assets: 15.57% ($29,160.0 mil)

2000 - 2011 Historical total assets, liabilities and capital ($ mil)

Historical Total Incomes ($ mil)

Historical Total Expenses ($ mil)

Historical total employees (full-time equivalent)

Assets and Liabilities (December 31, 2011)

  • Dollar figures in thousands
  • 67Total employees (full-time equivalent)
  • $187,283Total assets
  • $771Cash and due from depository institutions
  • $0Interest-bearing balances
  • $184,324Securities
  • $0Federal funds sold & reverse repurchase agreements
  • $0Net loans & leases
  • $0Loan loss allowance
  • $0Trading account assets
  • $215Bank premises and fixed assets
  • $0Other real estate owned
  • $0Goodwill and other intangibles
  • $187,283Life insurance assets
  • $1,973All other assets
  • $58,068Total liabilities and capital
  • $50,500Total liabilities
  • $50,500Total deposits
  • $50,500Interest-bearing deposits
  • $0Deposits held in domestic offices
  • 0.00%% insured (estimated)
  • $0Federal funds purchased & repurchase agreements
  • $0Trading liabilities
  • $0Other borrowed funds
  • $7,568Subordinated debt
  • $129,215All other liabilities
  • $129,215Total equity capital
  • $129,215Total bank equity capital
  • $0Perpetual preferred stock
  • $1Common stock
  • $104,000Surplus
  • $25,214Undivided profits
  • Memoranda
  • $0Noncurrent loans and leases
  • $0Noncurrent loans that are wholly or partially guaranteed by the U.S. government
  • $0Income earned, not collected on loans
  • $0Earning assets
  • $346Long-term assets (5+ years)
  • $184,324Average Assets, year-to-date
  • $0Average Assets, quarterly
  • $114,482Volatile liabilities
  • $149,534Insider loans
  • $47,825FHLB advances
  • $184,782Loans and leases held for sale
  • $0Unused loan commitments
  • $0Tier 1 (core) risk-based capital
  • $127,672Tier 2 risk-based capital
  • $0Total risk weighted assets
  • $0Total unused commitments
  • $0Restructured Loans and leases
  • $0Derivatives

Income and Expense (December 31, 2011)

  • Dollar figures in thousands
  • $2,259Total interest income
  • $245Total interest expense
  • $2,014Net interest income
  • $0Provision for loan and lease losses
  • $184,655Total noninterest income
  • $0Fiduciary activities
  • $0Service charges on deposit accounts
  • $0Trading account gains & fees
  • $184,655Additional noninterest income
  • $157,582Total noninterest expense
  • $9,509Salaries and employee benefits
  • $434Premises and equipment expense
  • $147,639Additional noninterest expense
  • $29,087Pre-tax net operating income
  • $3Securities gains (losses)
  • $11,099Applicable income taxes
  • $17,991Income before extraordinary items
  • $0Extraordinary gains - net
  • $17,991Net income attributable to bank
  • $0Net charge-offs
  • $17,991Cash dividends
  • $0Sale, conversion, retirement of capital stock, net
  • $7,300Net operating income

Performance and Condition Ratios (December 31, 2011)

  • Dollar figures in thousands
  • Performance Ratios (%, annualized)
  • 2.03%Yield on earning assets
  • 0.22%Cost of funding earning assets
  • 1.81%Net interest margin
  • 165.64%Noninterest income to earning assets
  • 141.35%Noninterest expense to earning assets
  • 15.71%Net operating income to assets
  • 15.72%Return on assets (ROA)
  • 25.41%Pretax return on assets
  • 26.88%Return on equity (ROE)
  • 15.97%Retained earnings to average equity (YTD only)
  • 0.00%Net charge-offs to loans
  • 0.00%Credit loss provision to net charge-offs
  • 0.00%Efficiency ratio
  • 84,418Assets per employee
  • 2.80%Cash dividends to net income (YTD only)
  • Condition Ratios (%)
  • 40.58%Loss allowance to loans
  • 0.00%Loss allowance to noncurrent loans
  • 0.00%Noncurrent assets plus other real estate owned to assets
  • 0.00%Noncurrent loans to loans
  • 0.00%Net loans and leases to deposits
  • 0.00%Net loans and leases to core deposits
  • 0.00%Equity capital to assets
  • 68.99%Core capital (leverage) ratio
  • 69.09%Tier 1 risk-based capital ratio
  • 266.96%Total risk-based capital ratio
  • Memoranda
  • $267Average assets
  • $114,482Average earning assets
  • $66,932Average equity
  • $111,480Average loans

Total Fiduciary and Related Assets (December 31, 2011)

  • Dollar figures in thousands
  • $1Total fiduciary and related assets
  • 1Number of Fiduciary Accounts and Related Asset Accounts
  • YesFiduciary powers granted
  • YesFiduciary or related activity
  • $26,802,051Managed Assets
  • 1Number of Accounts
  • $18,001,560Personal trust and agency accounts
  • $249,393Employee benefit-defined contribution accounts
  • $613,603Employee benefit-defined benefit accounts
  • $98,471Other retirement accounts
  • $8,043,821Corporate trust and agency accounts
  • $0Investment management agency accounts
  • $8,889,185Other fiduciary accounts
  • $107,087Fiduciary accounts held in foreign offices
  • $0Non-managed Assets
  • 207057Number of Accounts
  • $0Personal trust and agency accounts
  • $8,035,460Employee benefit-defined contribution accounts
  • $0Employee benefit-defined benefit accounts
  • $8,800,491Other retirement accounts
  • $0Corporate trust and agency accounts
  • $0Other fiduciary accounts
  • $8,800,116Fiduciary accounts held in foreign offices

List of branches

  • 1 Wisconsin Branch as of April 05, 2012
  • NoIDNameAddressEstablishedService TypeMap
    0357285Northwestern Mutual Wealth Managemen611 E Wisconsin Avenue, Ste. 100, Milwaukee, WI 53202April 06, 2001Full Service Brick and Mortar

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