Northwestern Mutual
North Shore
Find a financial advisor in our North Shore office.
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Directory for financial advisors and representatives
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Showing 15 advisors and reps
WMCP®
Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.Visit my websiteExpertise: Financial Planning, Investment Strategies, Business Succession Planning, Employee and Executive Benefits Planning, Estate Planning
Languages: English
Location: Milwaukee WI, 53224
FINRA BrokerCheck
Expertise: Life Insurance Planning, Disability Income Planning, Financial Planning, Long Term Care Planning, Investment Strategies, Retirement Planning
Languages: English
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck
CFP®, RICP®
Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.Visit my websiteExpertise: Life Insurance Planning, Investment Strategies, Financial Planning, Long Term Care Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning, Business Succession Planning, Business Risk Management, Retirement Planning, Special Needs Planning, Trust Services, Business Continuation Planning, Retirement Income Planning, Fee-Based Financial Planning, Private Client Services, Wealth Management
Languages: English
Location: WHITEFISH BAY WI, 53217
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning, Education Funding, Long Term Care Planning
Languages: English
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck
CPA
Visit my websiteExpertise: Wealth Management, Investment Strategies, Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Long Term Care Planning
Languages: English
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck
CFP®, RICP®, CLU®, ChFC®, CASL®
I help successful people plan. I see a lot of people who are doing the "right things" but most have no idea how they are doing in relationship to their long term goals. By helping people develop a plan, our team can encourage families to enjoy life (without guilt) because they have taken the necessary steps to secure tomorrow.Visit my websiteExpertise: Wealth Management, Investment Strategies, Financial Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Retirement Planning
Languages: English
Location: Waukesha WI, 53188
FINRA BrokerCheck
ChFC®
I help people in creating a plan that shows them how to reach their personal, professional and financial goals. As a proud husband and father, I am very passionate about helping other individuals and families have access to a high-quality financial plan, and an understanding about how much it impacts our own lives as well as those we love.Visit my websiteExpertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning, Education Funding
Languages: English, Spanish
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck
CLU®, ChFC®
Visit my websiteExpertise: Business Succession Planning, Business Continuation Planning, Business Risk Management, Financial Planning, Estate Planning, Retirement Planning, Employee and Executive Benefits Planning, Disability Income Planning, Long Term Care Planning, Life Insurance Planning
Languages: English
Location: Elm Grove WI, 53122
FINRA BrokerCheck
CLTC®
As a Financial Advisor I strive to build Financial Security for everyone. Financial security is often a major objective in each of our lives. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.Visit my websiteExpertise: Wealth Management, Private Client Services, Trust Services, Business Continuation Planning, Financial Planning, Investment Strategies, Retirement Planning, Retirement Income Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Special Needs Planning, Business Succession Planning, Business Risk Management
Languages: English
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck
MBA
Visit my websiteExpertise: Financial Planning, Retirement Planning, Long Term Care Planning, Life Insurance Planning, Employee and Executive Benefits Planning, Education Funding, Disability Income Planning
Languages: English
Location: Whitefish Bay WI, 53217
FINRA BrokerCheck