Northwestern Mutual
Edina
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Showing 29 advisor(s) and rep(s)
CLF®
As a first-time mom myself, I get so much fulfillment working with clients who are growing their family. There are so many uncertainties around having a child, so my goal is to alleviate stress and help check boxes on your new parent checklist. Questions on saving for college, budgeting for new expenses, or how your personal plan evolves? I'm happy to help and can't wait to meet you!Visit my websiteExpertise: Financial Planning, Education Funding, Investment Strategies, Life Insurance Planning, Disability Income Planning
Languages: English
Location: Edina MN, 55435
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Expertise: Business Succession Planning
Languages: English
Location: Edina MN, 55435
FINRA BrokerCheck
Expertise: Business Succession Planning, Business Continuation Planning, Business Risk Management, Financial Planning, Estate Planning, Retirement Planning, Life Insurance Planning, Long Term Care Planning, Investment Strategies, Education Funding, Disability Income Planning, Special Needs Planning
Languages: English
Location: Edina MN, 55435
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CFP®, RICP®, CLU®
Mike started his career as a Wealth Management Advisor for Northwestern Mutual in 2009 after graduating from St. John's University with a degree in Business Management. He later earned his CFP®, RICP® & CLU® designations. Mike loves helping his clients achieve their financial goals with the most efficient financial plan possible, specializing in legacy planning & those nearing retirement.Visit my websiteExpertise: Financial Planning, Retirement Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning, Employee and Executive Benefits Planning, Education Funding, Business Succession Planning
Languages: English
Location: Edina MN, 55435
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CFP®, RICP®, CLU®
Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Edina MN, 55435
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CFP®, CLU®, ChFC®, CASL®, RICP®
Visit my websiteExpertise: Trust Services, Wealth Management, Life Insurance Planning, Disability Income Planning, Estate Planning, Investment Strategies, Long Term Care Planning, Retirement Planning
Languages: English
Location: Edina MN, 55435
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CFP®, AEP®, CAP®, RICP®, CLU®
Ian has worked in financial planning at NM since 2004 after graduating with a B. S. in Economics from the University of Minnesota Duluth. He has earned his CFP®, AEP®, CAP®, RICP®, CLU® & ChFC® designations & has in-depth experience working with professionals & those nearing retirement. He is most energized by multi-generational legacy planning when clients engage their family in the process.Visit my websiteExpertise: Life Insurance Planning, Investment Strategies, Retirement Planning, Education Funding, Disability Income Planning, Wealth Management, Estate Planning, Financial Planning, Long Term Care Planning
Languages: English
Location: Edina MN, 55435
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CFP®, CLU®, ChFC®, RICP®
I am a proud Minnesotan who truly enjoys listening to the story of life. I grew up in a small town west of the Twin Cities and understand the true value of a relationship. As your trusted Advisor, we will work to be the best resource we can be across ALL aspects of your personal financial planning and overall life. Let's make your dream (whatever that may be) a reality! Let's change the world!Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Edina MN, 55435
FINRA BrokerCheck