Ben M Lukens
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®, WMCP®
Personal
Ben grew up in St. Louis and is a graduate of the University of Missouri-Columbia with a degree in Business. Ben enjoys rooting for the Mizzou Tigers, playing golf, staying active, watching most sports and traveling to warm places. Ben met his wife Danielle while they were involved in leading the internship program at Northwestern Mutual Clayton. Danielle is still pursuing this passion and currently serves as the Internship Development Officer at Northwestern Mutual Clayton. Danielle & Ben have 2 kids, their daughter Lennon and her little brother Teddy.
In Ben’s 15 + years with Northwestern Mutual, his greatest satisfaction comes from advising his clients to create a financial roadmap to achieve their financial goals and seeing in real life the peace of mind they receive from doing so.
Professional
As a Northwestern Mutual Representative, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial professional.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.
I have achieved the following designations:
CFP®
CFP® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
CLU®
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.
ChFC®
Chartered Financial Consultant
The Chartered Financial Consultant® (ChFC®) program prepares you to meet the advanced financial planning needs of individuals professionals and small business owners. Youll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
RICP®
Retirement income Certified Professional
The RICP® is a professional designation that signifies a specialty in retirement income. Having the RICP® designation means the financial professional has a specialized education in retirement income and is committed to expert guidance and ethical best practices.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2013-2017
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2010
- Award recognizing performance
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational 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.
