MILWAUKEE, July 28, 2022 /PRNewswire/ — Northwestern Mutual advisors represent more than a quarter of award winners on Forbes’ List “Top 100 Financial Security Professionals” 2022, with more than 270 advisors recognized as “Best Financial Security Professionals in the State”. The majority representation of Northwestern Mutual this year Forbes outperforms its competitors and scores the highest turnout on a single industry recognition list in company history.
The Forbes The list recognizes the nation’s top performing financial advisors who provide holistic financial planning, focusing on risk mitigation, wealth management and personal planning experience. Winners are selected using a wide range of criteria including production and bonuses, assets under management, client retention rates and exposure to best practices.
“Northwestern Mutual is the undeniable leader in the financial security industry, and our record presence in this year’s rankings proves it,” said Tim Gerend, chief distribution officer of Northwestern Mutual and a member of the Forbes/SHOOK Financial Security Professionals Leadership Advisory Board. “In these uncertain times, Northwestern Mutual’s advisors’ approach to financial planning stands out from the crowd. Clients want a plan that creates financial security – protecting what’s most important while creating future prosperity – and that’s what we offer distinctly. Inclusion on this prestigious list is a testament to the value our advisors create every day.”
The Top Financial Security Professionals ranking follows recognition from more than 120 Northwestern Mutual Wealth Management advisors on Forbes”Best-In-State Wealth Advisors” and 10 advisors on Barrons “Top 1,200 Financial Advisors Rankings. Leading industry publications including Financial Planning, Financial Advisor, ThinkAdvisor and Investment News consistently rank Northwestern Mutual Investment Services among the top independent brokers by total revenue.
“Americans don’t want a financial product – they want to worry less and live more, and they want a financial plan that helps them deal with the anxiety they feel about their wealth management, risk management and asset management,” said Aditi Javeri Gokhale. , Chief Strategy Officer of the Company, President of Retail Investments and Head of Institutional Investments. “Our unique approach to financial planning is resonating with clients and turning heads in the industry.”
About Northwestern Mutual
North West Mutual helping individuals and businesses achieve financial security for over 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its finance professionals with a personalized digital experience and industry-leading products to help its customers plan what matters most. With over $560 billion in the combined company and customer assets, $34 billion in revenue, and $2.1 trillion with in-force life insurance protection, Northwestern Mutual provides financial security to nearly five million people through life, disability and long-term care insurance, annuities, and services brokerage and advice. Northwestern Mutual ranked 97th on the 2022 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2022.
Northwestern Mutual is the trading name of The Northwestern Mutual Life Insurance Company (NM), Milwaukee, Wis. (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), Broker, Registered Investment Adviser, Member FINRA and SIPC; Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long term care insurance). Not all representatives of Northwestern Mutual are advisers. Only representatives whose title includes the term “advisor” or who otherwise disclose their status as an adviser to NMWMC are accredited as representatives of NMWMC to provide investment advice services.
SOURCE North West Mutual