Philip Reiter
Wealth Management Advisor|CLU®, ChFC®, CFP®, RICP®
Personal
Phil grew up on the family farm in rural Elgin, MN. Phil and his wife, Jenna, reside in Pine Island, MN with their two daughters, Brooklyn and Natalie. They enjoy spending time helping on the farm, Sunday family dinners and working with their horses, Tex, Ruby, Jasper, Blaze, and Sugar. Outside of the office, Phil spends his free time staying busy with family activities, playing basketball and golf, or on horseback.
Professional
Associations and Memberships
- Member of University of Minnesota Alumni Association
- Member of Alpha Gamma Rho Fraternity Alumni Association
- Rochester Area NAIFA
- Rochester Great Strides Walk for Cystic Fibrosis
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2010
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2007-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2007-2010
- Award recognizing performance
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:
Cystic Fibrosis Foundation
Phil and his family are passionate about finding a cure for Cystic Fibrosis. They volunteer for Rochester Great Stride and have raised more than $125,000. To find out more about Cystic Fibrosis and how you can help visit https://www.cff.org/.
Cystic Fibrosis Star Award Winner
Phil was honored to receive the CF Star award at the Cystic Fibrosis Foundation’s MN Chapter’s 2023 Annual Meeting. The award was received in recognition of Phil’s and Team Reiter’s fundraising efforts to find a cure for Cystic Fibrosis.
Pine Island Youth Basketball Association
Phil serves as Treasurer of the Pine Island Youth Basketball Association as well as officiates the organizations youth basketball tournaments.
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.
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.
Here are my areas of expertise
Financial Planning
Disability Planning for Physicians & Dentists
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Education Planning & Funding
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.
