Northwestern Mutual
Twin Cities
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Showing 157 advisor(s) and rep(s)
CLU®, ChFC®, CASL®, RICP®
Matt is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and has been with Northwestern Mutual for 35 years, contracted in 1988. He started his career with NM in San Francisco, CA, where he was born and raised. He now is in Mendota Heights, MN with Northwestern Mutual, where he has been for the last 23 years. He lives in Eagan, MN.Visit my websiteExpertise: Fee-Based Financial Planning, Retirement Planning, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Private Client Services, Trust Services
Languages: English
Location: Mendota Heights MN, 55120
FINRA BrokerCheckExpertise: Financial Planning, Retirement Planning
Languages: English
Location: Rochester MN, 55902
FINRA BrokerCheckChFC®, CFP®, CLU®
We are here to be a GPS on your journey of life helping to guide you and advocate for your financial future so that you can live your most meaningful life. Our ideal clientele is pre-retirees who seek tax efficiency & preserve legacy, and emerging affluent professionals who are forward thinkers valuing freedom. Our brand is built on achieving dreams relentlessly with wisdom & authenticity.Visit my websiteExpertise: Financial Planning, Retirement Planning, Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning, Special Needs Planning, Estate Planning, Education Funding
Languages: English
Location: Mankato MN, 56001
FINRA BrokerCheckCLU®, ChFC®
Baune Financial is a team of 20 based in Minneapolis delivering Financial Security planning for clients throughout the US. We have chosen to make our primary focus the partners and principals of the Big 4 professional service firms: Deloitte, EY, KPMG and PWC. Brad Baune aligned with Northwestern Mutual in 1983 and has one of the top teams in the company.Visit my websiteExpertise: Disability Income Planning, Investment Strategies, Financial Planning, Estate Planning, Trust Services, Life Insurance Planning, Retirement Income Planning, Retirement Planning, Wealth Management, Private Client Services
Languages: English
Location: Mendota Heights MN, 55120
FINRA BrokerCheckCLU®
As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.Visit my websiteExpertise: Financial Planning, Business Succession Planning, Estate Planning, Retirement Planning, Wealth Management, Investment Strategies, Disability Income Planning, Education Funding, Long Term Care Planning, Special Needs Planning, Life Insurance Planning
Languages: English
Location: Mendota Heights MN, 55120
FINRA BrokerCheckExpertise: Financial Planning, Retirement Planning, Investment Strategies, Education Funding, Life Insurance Planning
Languages: English
Location: Golden Valley MN, 55416
FINRA BrokerCheckRICP®
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long term relationship. My team and I focus on tax efficiency, wealth preservation and legacy planning. Our goal is to help our clients build a strong financial foundation and learn what is possible.Visit my websiteLanguages: English
Location: Winona MN, 55987
FINRA BrokerCheckExpertise: Financial Planning, Investment Strategies, Estate Planning, Education Funding, Retirement Planning
Languages: English
Location: Altoona WI, 54720
FINRA BrokerCheck