Professional

Chad currently holds Series 6 and Series 7 licenses.

  • RICP® - RETIREMENT INCOME CERTIFIED PROFESSIONAL
    • Chad Colton received his RCIP in 2018 from the American College
  • CFP® - CERTIFIED FINANCIAL PLANNERTM
    • Chad Colton received his CFP® in 2016 from the Certified Financial Planner Board of Standards.
  • CLU® - Chartered Life Underwriter
    • Chad Colton received his CLU® in 2012 from the American College.
  • ChFC® - Chartered Financial Consultant
    • Chad Colton received his ChFC® in 2014 from the American College.

CFP® Disclosure:

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Personal

Chad signed up for the United States Marine Corps before finishing high school and left for boot camp only thirty six hours after graduating. Throughout six years of service, Chad was a crewmen aboard a tank. Following his time in the service Chad pursued a Bachelor of Business Administration from Boise State University and graduated in the Class of 2007.

The Colton family is originally from Valley County and Gem County, Idaho, and Chad still resides in Idaho today. In Chad's off time he enjoys flying planes and sharing his passion for aviation with his son, a passion that Chad shared with his own father. Chad also enjoys hiking and mountain biking the wonderful trails Idaho has to offer, in addition to taking advantage of the breathtaking public waterways that flow throughout the state. At the heart of Chad's personality is the desire to share an adventure with those around him.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Civil Ail Patrol Boise Squadron

As a senior member with the Civil Ail Patrol Boise Squadron, Chad became involved with the organization through his and his son's love of aviation. The Civil Air Patrol is an auxiliary of the US Airforce. Together Chad and the organization work with young cadets ranging from ages twelve to twenty-one years old to instruct leadership, aerospace education and emergency services, and military customs and discipline.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline