Katie Dawn Messer
Wealth Management Advisor|CLU®, ChFC®
Personal
Katie grew up in the Kansas City area. She attended the University of South Florida on a full cross country and track scholarship and earned her degree in Mass Communications and Public Relations in 2000. In May 2000 Katie joined Northwestern Mutual in Tampa, Florida. She currently lives in Olathe with her husband, Brian, and their two daughters. Katie enjoys reading books and being active with her family.
Professional
Learning is an important part of my business. Professionally, I have earned the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
Associations and Memberships
I am a member of the National Association of Insurance and Financial Advisors (NAIFA). I am a member of the Million Dollar Roundtable (MDRT) which I have qualified for from 2006-2021. I am a member of Lenexa Baptist Church.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2006-2014
- Million Dollar Round Table Qualifying/Life Member 2015-2021
- 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
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
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.
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.
