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Financial Advisor   

$4MM AUM | $40,000 GDC in Salem, OR

Member Level
Last Activity
2 weeks

Business Mix:

90% Comm
10% Fee


Salem, OR, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I am a Financial Advisor with Northwestern Mutual Wealth Management Company with a CLU designation. In addition to investments, I focus on Life, Disability, and Long Term Care insurance. Most of my practice has been in insurance and I want to expand the investment footprint. I plan to stay with NM as my Broker Dealer but would like to expand my practice through acquisition, possibly including a young professional to team up with.


Has Office Space to Share in Salem, OR

Office or cubicle space available for new people joining our team. Moving to larger space.

Contact to discuss details
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