Directory for financial advisors and representatives

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Showing 27 advisor(s) and rep(s)

Michael Bartenhagen

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 website

Expertise: 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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Chase BeckVisit my website

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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Reid CalvertMy mission is to serve as a valuable resource, understanding my client’s aspirations for the future and devising a clear roadmap to make them a reality. Working with me brings my clients a sense of assurance and tranquility, knowing their financial future will not be left to chance.Visit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Education Funding, Long Term Care Planning, Estate Planning, Disability Income Planning

Languages: English

Location: Schaumburg IL, 60173

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Martin Cappelle

CFP®, CLU®, ChFC®, RICP®

My team and I will help you protect and plan for the future through insurance and investment solutions. "At the end of the day, I want my clients to understand their planning and deeply believe, as I do, that their actions are leading them down the path to financial freedom." -M CappelleVisit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Investment Strategies, Financial Planning, Retirement Income Planning, Estate Planning, Education Funding, Business Succession Planning, Wealth Management

Languages: English

Location: Schaumburg IL, 60173

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Scott Carr

CLU®, MSM

Scott began his career with Northwestern Mutual as a college representative in 1984 while attending ISU. After graduating with a B.S. Degree in Marketing, he joined full time and in 1987 became the Managing Director in Schaumburg. Besides spending time with family, Scott enjoys golf and travel.Visit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning, Trust Services, Education Funding

Languages: English

Location: Schaumburg IL, 60173

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Jonathan DickinsonI work with executives, sales professionals, and business owners who feel planning is important. My specialties include financial planning, insurance, and retirement planning. My clients plan for the expected and unexpected. Most of them have a desire to save and plan for their amazing futures. I would like to be the trusted advisor to help you build that future.Visit my website

Expertise: Financial Planning, Retirement Planning, Retirement Income Planning, Estate Planning, Business Risk Management, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Schaumburg IL, 60173

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Christopher Ellensohn

RICP®, CLU®

I believe a financial plan should align your actions today with dreams for tomorrow. We specialize in helping people save and invest, protect what's important to them and manage debt. We do all of this under the umbrella of creativity and alignment with their goals. We're here to have our clients' financial backs, allowing them to devote more time to their family, career and leisure activities.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Schaumburg IL, 60173

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Cristian EsparzaVisit my website

Expertise: Disability Income Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Schaumburg IL, 60173

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Daniel Hillmer

CLTC®

A lifetime Chicagoland native, I live with my wife and daughter in the Western suburbs. I’ve spent 30 years working with professionals and families to design dynamic financial plans that adapt to changing priorities and focus on accumulating wealth and eliminating financial stressors. I’m passionate about helping you achieve financial freedom and security so you can spend more of your life living.Visit my website

Expertise: Financial Planning, Retirement Planning, Education Funding, Life Insurance Planning, Employee and Executive Benefits Planning

Languages: English

Location: Schaumburg IL, 60173

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James Irwin

MBA, ChFC®

James graduated from Nicholls State University, Thibodaux Louisiana in May 2003 with a Bachelor's Degree in Mass Communications and a Master's Degree in Business Administration in December 2006. He joined NM after 8 years in Educational Programs with Sigma Alpha Epsilon Fraternity. James' passion for planning comes from a belief that everyone not only needs a financial plan but deserves a plan.Visit my website

Expertise: Disability Income Planning, Education Funding, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Retirement Income Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning, Investment Strategies, Wealth Management

Languages: English

Location: Schaumburg IL, 60173

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