Jordan T Kosnick
Managing Director|CLU®, CLF®, ChFC®
Personal
Jordan Kosnick has a wealth of experience in the financial industry, having held various roles at Northwestern Mutual before becoming a Financial Advisor at Oak Bridge Wealth Management. As the Managing Director in the Middleton, WI office, Jordan leverages his diverse background to help clients achieve their goals. In addition to his professional pursuits, Jordan values growth, integrity, impact, and optimism, and has been recognized for his outstanding work, having been nominated for In Business Magazine's Top 40 Under 40 in 2021.
When he's not working, Jordan enjoys spending time with his family, including his wife Margarita and their two daughters Victoria and Luna. Jordan and Margarita met while working at Northwestern Mutual in Phoenix, Arizona, and were married in May of 2017 in Colombia, where Margarita is from. In their free time, the couple enjoys staying active, golfing, trying new cuisines, and making music - Jordan is also a successful artist known as Jordan K. on various streaming platforms, with thousands of monthly listeners.
Professional
As a financial advisor, Jordan helps people clearly identify goals for the present and future, then shows them clear and concise steps on how to achieve them. He does this by implementing a defense first strategy in protecting what you currently have (your income and your value to your family) and then helps you plan for what you dream for by helping you save with tax efficient strategies.
Jordan also works with the college internship program by assisting in development and training of the college financial representatives.
CLU® Designation Earned
August 2016 - Jordan T. Kosnick of Northwestern Mutual in Middleton has conferred his Chartered Life Underwriter (CLU®) designation from the American College. With a CLU® designation, Kosnick has achieved a high level of studies in the life insurance profession, enabling him to provide a wider range of solutions for the life insurance needs of individuals, business owners and professionals, including income replacement, estate analysis, and wealth transfer. As a Chief Development Officer with Northwestern Mutual, he is part of a network of specialists offering a wide array of insurance, investment products and services.
Jordan is a member of the National Association of Insurance and Financial Advisors (NAIFA)
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association. The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Years of Experience
Representing Northwestern Mutual since 2011.
Education
Arizona State University, Communications (BIS)
Arizona State University, Spanish (BIS)
Northwestern Mutual - A Top 10 Internship Program*
If you have an entrepreneurial spirit, want real-world business experience and are looking to make a difference, then an internship with Northwestern Mutual is right for you. Our internship has been highly rated due to its mentorship and career advancement opportunities, intern involvement, resume enhancement and unique appeal. But that’s just the beginning, other benefits include:
Practical guidance in your career selection process
- The chance to develop networking and business relationship skills with the help of a mentor
- Flexible work schedule
- Securities registration and state licenses for life, health and accident insurance
- Compensation in the same manner as a full-time financial representative
- An opportunity to try out or get a head start on a career as a financial representative
One out of three former interns becomes a full-time financial representative following graduation. Our internship will give you a solid foundation of business-building skills and knowledge for immediate and future career success. The confidence you develop, coupled with insight you have gained as a financial representative intern, can put you on the path toward a profitable and fulfilling future.
To find out more about the internship program with Northwestern Mutual please contact Jordan Kosnick at jordan.kosnick@nm.com.
*Vault Guide to Internships, 2016 Edition.
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
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Brenda Larson
Director of Operations and Client Service
With over nine years of dedicated service at Northwestern Mutual, Brenda has grown through roles to her current leadership role in Wisconsin. Her journey in the financial sector started as an Associate Financial Representative in 2011 before ascending to her current directorial role in April 2021.
Brenda’s role as the Director of Operations and Client Service encapsulates ensuring smooth operational workflows and delivering exceptional client service. Brenda’s expertise lies in insurance, with significant endorsements attesting to her prowess in this domain. Additionally, her skills in customer service and sales have been widely recognized and endorsed by her peers and clients alike.
With a solid blend of operational acumen and client-centric approach, Brenda continues to be an invaluable asset to Northwestern Mutual, embodying the ethos of delivering outstanding service while fostering a conducive operational environment.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Steven L Penn
MSFS, CFP®, ChFC®, CASL®, RICP®
Disability Income Specialist
To help you gain clarity in your life's purpose. Our process focuses on synchronizing with your existing team of advisors in a collaborative environment. By leveraging our collective experience and knowledge, we'll develop an actionable financial plan to guide you to achieve your goals.
Thomas J Horky
CLU®, ChFC®
Life Insurance Specialist
My commitment to my clients is first to be a great listener, working to truly understand the personal and financial goals that are most important to you. Secondly, I will develop a comprehensive strategy and innovative solutions to help you achieve financial security. Lastly, my team and I are focused on ongoing communication in order to deliver that financial security on a consistent basis.
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.
