Eight Northwestern Mutual Wisconsin-Based Financial Advisors Named on National Ranking of Top Wealth Advisors

News provided by

Apr 12, 2023, 15:42 ET

MILWAUKEE, April 12, 2023 /PRNewswire/ -- Northwestern Mutual is celebrating eight Wisconsin-based financial advisors earning rankings on the 2023 Forbes' Top Wealth Advisors "Best-In-State" list.

Forbes receives more than 30,000 advisor applicants annually, and only a small percentage are named among the best wealth advisors in their state. Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research. SHOOK considers a variety of qualitative and quantitative metrics when evaluating nominees, including industry experience, compliance records, revenue produced and assets under management.

The following advisors who ranked on the 2023 Forbes' Top Wealth Advisors "Best-In-State" List are:

Andy Bird, Milwaukee
Jerry David, Milwaukee
Darrin Englebert, Glendale
Barry Fies, Mequon
Matthew Heckmann, Middleton
Scott Mila, Waukesha
Hans Myklebust, Mequon
Greg Pederson, Stevens Point

These Northwestern Mutual advisors – and thousands more nationwide – not only deliver outstanding service to their clients, but were also the driving force for the company's outstanding 2022 business results. In February, Northwestern Mutual announced a record number of total clients (more than five million), full-time financial professionals (nearly 8,000), revenue ($35 billion), surplus ($37 billion) and permanent life insurance sales. Additionally, in 2022 Northwestern Mutual Investment Services was ranked the sixth largest independent broker-dealer by total revenue by InvestmentNews and the seventh largest by Financial Advisor.

Northwestern Mutual is a leading provider of wealth management and investment solutions – with a growing number of clients turning to the company's financial advisors to help them protect and grow their wealth. The company's broad range of investment options, combined with its industry-leading risk protection solutions, gives clients the ability to achieve better long-term financial outcomes.

About the Forbes' Top Wealth Advisors & Best-In-State Lists
Forbes recognizes the top wealth advisors in America based on a set of qualitative and quantitative criteria, including in-person interviews, best practices, service and investing models, compliance records, revenue trends and assets under management. All advisors have a minimum of seven years' experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor their research partner – SHOOK – receive a fee in exchange for rankings. Rankings and recognitions are no guarantee of future investment success.

About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With more than $558 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, nearly $35 billion in revenues, and $2.2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Advisors who utilize a different firm name do so as a marketing name for doing business as a representative of Northwestern Mutual. Marketing names are not registered investment advisers, broker-dealers, insurance agencies or federal savings banks. Advisors are insurance agents of NM. Investment advisory services provided as Advisors of NMWMC. Investment brokerages services provided as Registered Representatives of NMIS.

SOURCE Northwestern Mutual