We’re Top Ranked by Forbes
Forbes has recognized Ulises Ruelas as one of the top financial security professionals in Illinois. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Professional
Ulises specializes in working with professionals, families, and business owners across all stages of life and backgrounds. His clients span across the United States and represent a diverse range of industries and generations.
Prior to joining Northwestern Mutual, Ulises gained extensive experience in the financial services industry over the past 10 years, including positions at KPMG and Jones Lang LaSalle. Recognizing a need for greater impact in wealth management, he transitioned from corporate finance to focus on helping individuals and businesses achieve their financial goals, joining NML in 2013.
Clients value Ulises for his deep understanding of their unique goals and concerns. His recommendations are always tailored to align with his clients' best interests. Ulises’ approachable nature and enthusiasm make it easy for clients to engage, collaborate, and take decisive action to shape their financial futures.
Within his first year at Northwestern Mutual, Ulises was recognized with the New Financial Advisor of the Year award, underscoring his commitment to excellence and client success. In the following years, he helped open the Chicago Loop Office, has been invited to be expert on different panels, and selected to be a Growth Development Director- NML West Loop Office with the responsibility of helping other advisors.
Education & Degrees
DePaul University - Finance (Bachelor of Science)
Additional Awards
- Million Dollar Round Table Qualifying Production 2016-2020 (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.)
Personal
Ulises Ruelas is a Financial Advisor at Northwestern Mutual, West Loop.
Raised by his hero, his single mom, the concept of investments and planning was foreign to him. It’s that experience that drove him into a career in financial services. His passion for people & analytics, coupled with world class approach, allow him to design & create unique and life changing plans for his clients and their families.
A Chicago native, he qualified for admittance to St. Lawrence Seminary, an all male boarding high school in Mt. Calvary, Wisconsin. It was in that melting pot of people of all cultural and economic backgrounds that a seed was planted for a different version of himself and his future.
He went on to DePaul University where he received his Bachelor of Science in Finance and also meet his college sweetheart (and now wife) Jennifer.
Prior to Northwestern Mutual, he worked in the financial services industry for the past 10 years, inclusive of working at KPMG and Jones Lang LaSalle. But he knew he wanted more and joined NML in 2013.
Within his first year at Northwestern Mutual, he achieved the New Financial Advisor of the Year award in the Northshore network office. In the following years, he helped open the Chicago Loop Office, has been invited to be expert on TV, and selected to be a Growth Development Director- NML West Loop Office with the responsibility of helping other advisors.
When he is not working, he enjoys spending time with his wife, Jennifer and two sons, Roman and Leonardo, along with their larger than life personality, Zeus the Yorkie. He is also very involved in the community and his sons’ activities.
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.
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.
