Patrick J Kohler
Financial Advisor|CLU®, ChFC®
Professional
Patrick Kohler CLU®, ChFC®, knows that there are no off-the-rack, ready-made solutions for long-term financial security because no two families or organizations are exactly alike. As such he relies on carefully developed and maintained relationships to provide direction for his work. Patrick also makes daily efforts to remain knowledgeable, active and engaged in his field, thereby optimizing his value as a client resource. He prizes integrity in professional matters and subscribes to a high ethical standard.
Patrick Kohler, has been in the financial services industry since 1994. Pat joined Northwestern Mutual as a Financial Representative in 1995. Pat graduated from Marquette University with a degree in Business-Finance in 1993.
Patrick Kohler is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Patrick has earned the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
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
Personal
Pat Kohler grew up locally in Whitefish Bay, WI and now resides in Brookfield, WI with his wife Heidi and three daughters: Savannah, Lilly and Ashley. St John Vianney Parish, family vacations, and coaching his girls sports teams keep him busy outside of work.
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.
