Professional

Jeffrey C Hackbarth, CLU®, ChFC®, RICP is a Regional Wealth Management Advisor with Northwestern Mutual with 35 years of experience advising families and small business’s on insurance and investment issues.

Designations

Jeff currently holds the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP).

Chartered Life Underwriter (CLU®)
The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. For financial representatives, field management, home office personnel, and others involved in providing life insurance products, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)
The ChFC® designation focused on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement and monitor a comprehensive plan to achieve those goals.

Retirement Income Certified Professional (RICP) Retirement income certified professionals help people who are close to or already in retirement make financial plans for their golden years.  Unlike some other financial advisor certifications, an RICP is specifically trained to help you maximize all of your available income streams, and also address additional needs like estate planning, taxes and healthcare

Awards and Recognition

Jeff has been recognized by NAIFA, National Association of Insurance and Financial Advisors with the National Quality Award; 1993-1996, 2000-2007.

The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

Jeff has been a qualifying member of the Million Dollar Round Table (MDRT) in 1996, and 2003- 2008, 2014-2015. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

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

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Advisory Services

Disability Planning

Wealth Management

Investment Planning & Strategies

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