BRENDAN MCDERMOTT - Key Persons


Alison K Prim

Job Titles:
  • Director of Insurance Operations and Services

Brendan W McDermott


Chad D McKinney

Job Titles:
  • Financial Advisor
  • Partner

Cory Wesley Schroeder

Job Titles:
  • Partner and Wealth Management Advisor

Jason Allen

Job Titles:
  • Financial Advisor
  • Partner
Jason Allen Hartbauer, Brendan W McDermott, Chad Dalton McKinney, Cory Wesley Schroeder, Kurt Deems Davies and Reata Jo Gross use Bison Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Bison Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jason Allen Hartbauer, Brendan W McDermott, Chad Dalton McKinney, Cory Wesley Schroeder, Kurt Deems Davies and Reata Jo Gross provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Jason Allen Hartbauer, Brendan W McDermott, Chad Dalton McKinney and Cory Wesley Schroeder are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Jason Allen Hartbauer, Brendan W McDermott, Chad Dalton McKinney, Cory Wesley Schroeder, Kurt Deems Davies and Reata Jo Gross provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Jason Allen Hartbauer, Brendan W McDermott, Chad Dalton McKinney, Cory Wesley Schroeder, Kurt Deems Davies and Reata Jo Gross are Insurance Agents of NM.

Jenny J Charles

Job Titles:
  • Associate Financial Representative

Kenzie R. Spear

Job Titles:
  • Financial Planning Analyst

Kurt D Davies

Job Titles:
  • Director of Investment Operations and Services

Maran Funderburk

Job Titles:
  • Associate Financial Representative

Reata Jo Gross

Job Titles:
  • Director of Retirement Plans

Riata Day

Job Titles:
  • Client Service Associate