Brett Heaton Juarez

Brett Heaton Juarez

Financial Advisor

  • CFP®
  • CLU®
  • ChSNC®
  • M.S.

100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202

414-615-2909Visit my website
FINRA BrokerCheck

About my practice

I am a fiduciary bound to act and advise in your best interest. I bring my core values of integrity, expertise and empathy to every conversation. As a former teacher/counselor, I am patient enough to hear your "why" to give your money meaning and purpose. Diverse clientele nationwide, ESG investing, LGBTQ friendly, member Veterans Chamber of Commerce.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. 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.

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