I have a wealth management practice within the Northwestern Mutual Wealth Management company. We focus on personal lines of insurance (life, disability, long term care) and investment planning for professionals, retirees, and business owners.
I have a team of three credentialed associates that assist in servicing our clientele. Two are on track to become CFP's. I maintain Series 6, 7, 26, and 63, life and health, CFP, CLU, ChFC, CASL, and RICP licenses and designations. Additionally, I am currently enrolled in the MSFS program with the American College.
Where it makes sense, I am open to opportunities to acquire clients from retiring advisers. I have yet to explore any succession opportunities from outside of Northwestern Mutual.