Nearly 200 Northwestern Mutual Advisors Recognized Among Nation's Best by Forbes

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Apr 03, 2024, 12:37 ET

MILWAUKEE, April 3, 2024 /PRNewswire/ -- Northwestern Mutual today announced that 195 of its advisors have been recognized on the Forbes Top Wealth Advisors and Best-in-State lists, affirming their position as leading experts in the industry.

"Our elite advisors are helping to build brighter financial futures for millions of Americans," said John Roberts, Chief Distribution Officer at Northwestern Mutual. "Their devotion to strengthening people's lives and communities across the country through intentional financial planning – combining world-class insurance products with a full suite of investment strategies – stands out in the industry and inspires us every day."

The Forbes Top Wealth Advisors list showcases the industry's most accomplished professionals, individuals who have demonstrated exceptional leadership and delivered comprehensive financial guidance. These advisors have consistently gone above and beyond to empower their clients, helping them achieve their financial goals and secure their financial futures.

Forbes ranks advisors based a variety of qualitative and quantitative factors, ranging from assets under management and revenue trends to community engagement and team dynamics.

"Northwestern Mutual's wealth management business has never been larger, more relevant or competitive in the marketplace, and our advisors' expertise has never been more valued," said Aditi Javeri Gokhale, Chief Strategy Officer, President of Retail Investments, and Head of Institutional Investments at Northwestern Mutual. "Our company is consistently ranked among the top independent broker-dealers, and our trusted advisors and teams are routinely recognized for the comprehensive plans they help clients create to build financial security."

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 over $627 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 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 111 on the 2023 FORTUNE 500 and was recognized by FORTUNE^®as one of the "World's Most Admired" life insurance companies in 2024.

These teams use their marketing names 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. Forbes "America's Top Wealth Advisors" and "Best-in-State Wealth Advisors" lists, (April 2024), based upon data as of 6/30/2023. Research and ranking provided by SHOOK^®Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

SOURCE Northwestern Mutual