Allen K Freis
Wealth Management Advisor|CLU®, ChFC®, CFP®
Personal
Allen Freis grew up in Michigan's gorgeous Upper Peninsula, and currently resides in De Pere, Wisconsin, with his wife, Julie. Julie and Al have been blessed in marriage for over 30 years. Allen's favorite summer pastime is golfing with Julie, or whomever he can convince to join him.
In the winter months, Allen enjoys cheering on his favorite football team, the Green Bay Packers.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Allen Freis has been part of the financial services industry since 1978. He received his Associates degree in Business from Suomi College, and went on to graduate from St. Norbert College with a Bachelor of Science degree in Marketing and Management.
Al is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Awards
- Million Dollar Round Table Qualifying/Life Member
- MDRT Top of the Table - 7 years
- National Quality Award - 31 years
- National Sales Achievement Award
Here are my areas of expertise
Advisory Services
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
