Partnering with Us

The Network & District Offices, embodying values and success principles, have become the envy of the NM enterprise. Recognizing past results and identifying key growth areas, they have leveraged work ethic, communication, and accountability to become the premier financial institution in the country.

The office culture, marked by high accountability and expectations, has become contagious. Advisors feel valued, fostering a unique referral culture and a strong community presence. The team at all levels is aligned with the vision, consistently recruiting 20 advisors yearly.

Veteran advisors mentor new ones, fostering a strong joint work culture. Advisors in years 1-5 embrace data-driven decisions and high activity, while those in years 3-5 emerge as potential leaders. Advisors in years 5-10 become business owners with clear visions, and those with 10+ years focus on growth and maximizing asset value.

As an office, comprehensive financial planning is the niche, offering clients unmatched service. Advisors excel in relationship-building and guiding clients to financial security, with a strong conviction in all products, particularly PLI and DI insurance, ensuring clients have at least 10% of retirement assets in accumulated value.

What you can look forward to:

Couple sipping tea and checking their finances

Talking personal finances can be a bit overwhelming, so our advisors are here to put you at ease. Here's what you can expect from us:

  • A judgment-free, pressure-free environment
  • Jargon-free financial advice
  • Help seeing your financial blind spots and ways to account for them
  • Answers to the questions you have, and ones you never knew you had
  • Online tools and goal trackers

Find a financial advisor in our Mequon office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here