David Buchanan
Wealth Management Advisor|WMCP®, RICP®
Personal
Dave graduated with a Bachelor of Science degree from the University of Wisconsin La Crosse, and a Masters of Science Degree from Olivet Nazarene University. He currently lives in Brookfield with his wife Heather. Dave and Heather enjoy sporting events, great local restaurants, fitness, and time with family and Friends.
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
Dave Buchanan came to Northwestern Mutual after serving as an educator and basketball coach for over 20 years in the Midwest. In addition, Dave was also a long time client of Northwestern Mutual and always strong believer in the impact that financial planning and goal setting can have for individuals and families.
Throughout Dave's time at Northwestern Mutual he's achieved Pacesetter 40 and Second 60 recognition. He has achieved over 100 Lives, Life Impact designation, and Million Dollar Round Table (MDRT) several years with the company. In just his 2nd year he was selected to attend the prestigious Fastrack Academy for top new advisors, and recently achieved Gold Top 10 in the Midwest Region.
As a Financial Advisor, Dave is Life, Health, Long Term Care, and Annuity licensed, and also holds Series 7, 6, and 63 registrations, and he achieved the Financial Advisor role in the fall of 2017.
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.
