Meet David
David is a 37-year veteran of the financial services industry. David began his career in the insurance industry in 1986 after graduating from Williams College with a B.A. degree. David specializes his career in the design, funding and securing and administration of nonqualified deferred compensation plans and Bank Owned and Corporate Owned Life Insurance programs.
In addition, he focuses his practice on business succession, life insurance and financial planning. He is a frequent national speaker as an expert in Nonqualified Executive Benefit Plans and Bank Owned Life Insurance Programs. Mr. Fritz is a Past Director of Finseca, an organization which is recognized as the financial services most important organization focused on legislative lobbying on Capitol Hill as well as providing educational opportunities for the industry’s most sophisticated planners. He is the Past Chair of Finseca’s COLI/BOLI/Nonqualified Plan Committee. In addition, Mr. Fritz is a Past Trustee of The American College of Financial Services. He also serves on several local Boards including the Milwaukee Country Club and as a Trustee of the Village of River Hills. He is married to Molly and has six children.
Years of Experience
Representing Northwestern Mutual since 1993.
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member 2007-2022
- 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
- Northwestern Mutual Top 20 and Top 10 in Central Region
Here are my areas of expertise
Business Employee & Executive Benefits Planning
Business Planning & Succession
Financial Planning
Multigenerational Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Estate Planning
Personal
David lives in a Milwaukee suburb with his wife, Molly. Together they have six children. He is active in the community and takes pride in supporting a variety of organizations. David enjoys spending his free time with his friends and family, golfing, traveling, attending Bucks games, boating and relaxing at his home in Northern Wisconsin.
Lending a hand in my community
Our team enjoys volunteering four times a year with local Milwaukee organizations. Some organizations we have spent our time with are:
The Guest House of Milwaukee
Prevent Blindness of Wisconsin
Friedens Food Pantries
Hunger Task Force
Milwaukee Habitat for Humanity
Milwaukee VA Medical Center
Boys and Girls Club of Greater Milwaukee
Penfield Children's Center
Habitat for Humanity
Volunteering with Milwaukee Habitat for Humanity. Our team had a great day framing, siding and mulching at the house and working together. It was such an impactful day and we look forward to future opportunities helping the community.
The Hunger Task Force Farm
Had the opportunity to volunteer for the Hunger Task Force Farm in Franklin, Wisconsin. We learned so much about the Hunger Task Force and all that they provide for the Community. We were grateful to help such a great Organization. We spent the afternoon washing over 1,500 pounds of collard greens!
Milwaukee VA Medical Center
Donated a dinner of lasagna and pasta along with all of the sides for the Emergency Room Staff at Clement J. Zablocki VA Medical Center in Milwaukee. David Fritz, Jr., CLU and his wife, Molly, dropped off the meal to the Staff.
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.
