Nick James Rasmussen
Financial Advisor|CFP®
Creating wealth, freedom and significance.
Who is Nick?
I grew up locally near Milwaukee in a small town called Wind Lake. I come from a family of four brothers, attended Muskego High School and played golf on the high school team.
I graduated from the University of Wisconsin-Whitewater in May of 2019 with a Bachelor of Business Administration and major in Marketing in Professional Sales. While in school, I interned with Northwestern Mutual as a College Financial Representative.
In a commitment to continuous education and a dedication to client success, I embarked on the journey to obtain my CFP® designation. I completed the coursework and exam in July 2022 and obtained the designation itself in August.
I proposed to my girlfriend Sarah in July of 2023 and we had our first daughter Ainsley Marie in December 2023.
I stay true to my roots, and I have a passion for helping others achieve a better life. If I'm not working I enjoy exercising, golf, being outdoors, spending time with friends and family and cheering on the Packers, Bucks, Brewers and Badgers.
Professional
Nick helps you with an offensive and defensive strategy. Any comprehensive financial plan has both strategies as a part of it.
Nick has several years of financial planning experience and utilizes a team of expert specialists to provide the most value to his clients. Nick specializes in utilizing technology and working with clients around the country.
To learn more about how Nick approaches financial planning, please watch the video below.
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.
