Northwestern Mutual
Downers Grove
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Showing 118 advisor(s) and rep(s)
CFP®, WMCP®, CLU®, RICP®, ChFC®
With over 15 years of experience at Northwestern Mutual, Jim Adrian strives to help create financial security for his clients through personalized, integrated financial planning. Jim holds 8 professional designations and specializes in asset management, retirement & Long Term Care planning, as well as closely-held business planning.Visit my websiteExpertise: Long Term Care Planning, Retirement Income Planning, Financial Planning, Retirement Planning, Estate Planning, Business Continuation Planning, Business Succession Planning, Private Client Services, Life Insurance Planning, Disability Income Planning
Languages: English
Location: Naperville IL, 60563
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B.S., CLU®, ChFC®
I am passionate about working with growing families, medical and sales professionals, and those working in education since I have a personal connection to these fields. As a trusted partner, I approach each meeting as if I were consulting my own family or friends. I will walk you through the aspects of an integrated financial plan, guiding you to achieve your financial goals.Visit my websiteExpertise: Financial Planning, Business Risk Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies
Languages: English
Location: Downers Grove IL, 60515
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RICP®
Carm began his career with Northwestern Mutual through the internship program and was recognized in Time Magazine for his Top Ten result. In 2012, Carm was honored to be a featured speaker at the Northwestern Mutual Annual Meeting in Milwaukee, Wisconsin. He and his team are proud to have received the NAIFA Quality award in 2013-2017 as well as qualifying yearly for the MDRT since 2013.Visit my websiteExpertise: Long Term Care Planning, Life Insurance Planning, Education Funding, Disability Income Planning, Financial Planning, Retirement Income Planning, Wealth Management
Languages: English
Location: Downers Grove IL, 60515
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CLU®, ChFC®, CLTC®
Mike Bartenhagen and his team help clients achieve a lifetime of financial security and create a legacy of significance. They work to provide a roadmap to allow clients to grow, protect and transfer wealth to the next generation. By building an integrated, comprehensive financial plan tailored to each client's needs, the Bartenhagen team guides them down the path to financial freedom.Visit my websiteExpertise: Wealth Management, Trust Services, Retirement Planning, Education Funding, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning, Estate Planning
Languages: English
Location: Downers Grove IL, 60515
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Expertise: Life Insurance Planning, Retirement Planning, Financial Planning, Estate Planning, Education Funding, Disability Income Planning, Long Term Care Planning
Languages: English
Location: Schaumburg IL, 60173
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Expertise: Wealth Management, Retirement Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Business Risk Management
Languages: English
Location: Downers Grove IL, 60515
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CLU®, ChFC®, CFP®, CASL®
Visit my websiteExpertise: Business Risk Management, Estate Planning, Financial Planning, Retirement Income Planning, Retirement Planning, Qualified Plan Benchmarking, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Elgin IL, 60123
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Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning
Languages: English
Location: Naperville IL, 60563
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CLU®, ChFC®, CFP®
As your personal advocate, I have 17 years of experience in the closely held business owner market. 80 percent of my clients own their business. In addition to the areas of expertise, I also have a great understanding of tax efficient strategies, and how to plan for long term goals with a variable cash flow stream.Visit my websiteExpertise: Financial Planning, Estate Planning, Business Continuation Planning, Business Risk Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Downers Grove IL, 60515
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