Rick Robert Bartelt
Wealth Management Advisor|CLU®
Personal
Rick grew up in Kewaskum. He loves football, baseball, basketball and competition trapshooting. He loves watching and following the Packers, Brewers and Bucks. Rick also helps coach his children's school and club baseball team.
Rick and his wife Beth were married in 2004 and have three wonderful children Brooklyn, Jake and Reese.
They currently reside in the West Bend area. Rick and his family attend church and school at Good Shepherd Lutheran. The whole family enjoys volunteering their time at Good Shepherd for various church related activities and events.
The Bartelt's also enjoy bike rides and family walks. When the kids don't have a sporting event, they enjoy going to Brewers games and other outdoor events.
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
I have been with Northwestern Mutual for 25 years as of April 2024.
My passion is dealing with all types of clients from new families, pre-retirees and those currently in retirement.
As a Wealth Management Advisor, I am able to accommodate all types of clients' needs to secure the future they want and deserve. But before speaking to you about what services will be most appropriate for you and your family, you need to get to know more about myself, so you can feel comfortable sharing your goals and dreams for your personal future.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2011-2018
- 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
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2001, 2003-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2001, 2004, 2007
- Award recognizing performance
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.
