About my practice
We work with you to build the best life possible for yourself and your family. We take the time to understand what is most important and become an advocate for your vision. From there we design, then implement a detailed financial plan that gives you confidence and peace of mind so you can focus on what matters most.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. David J Siegel uses Siegel Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Siegel Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI(NM)(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David J Siegel is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. David J Siegel is primarily licensed in Florida and may be licensed in other states. CA License: #0L43968 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.