MILWAUKEE, July 10,
2024 /PRNewswire/ -- Northwestern Mutual announced
today that 650 of its financial advisors earned a spot on
Forbes' Top Financial Security Professionals and
Best-in-State lists – the company's largest-ever showing on the
prestigious rankings. More than a quarter of the Top 100 Financial
Security Professionals were Northwestern Mutual advisors.
"Northwestern Mutual's advisors are helping clients see their
opportunities and their blind spots and are putting them on a path
to greater financial security," said John
Roberts, chief field officer, Northwestern Mutual. "Our
advisors understand what clients want out of life, they know how to
tailor financial plans to those priorities, and they can offer the
broadest range of proven financial solutions to reach them so that
they can both protect their risks and grow their wealth."
Forbes lists recognize top-performing financial
advisors – at both the national level and by state – who excel at
providing holistic financial planning, focusing on risk mitigation,
wealth management and a personal planning experience. Honorees are
selected using a broad set of criteria that includes production and
premiums, assets under management, client retention rates and
exhibition of best practices.
Each year, a growing number of advisors from Northwestern Mutual
are being named by Forbes and other prominent publications
as some of the industry's best. In 2024 alone, the company earned
spots on Forbes' Best-in-State Top Wealth Management Teams,
Forbes' Top Women Wealth Advisors Best-in-State,
Barron's Top 1,200
Financial Advisors, and Forbes' Top Wealth Advisors &
Best-in-State lists.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses
achieve financial security for more than 165 years. Through a
comprehensive planning approach, Northwestern Mutual combines the
expertise of its financial professionals with a
personalized digital experience and industry-leading products to
help its clients plan for what's most important. With
over $627 billion of total assets1 being
managed across the company's institutional portfolio as well as
retail investment client portfolios, more than $36
billion in revenues, and $2.3 trillion worth of life
insurance protection in force, Northwestern Mutual delivers
financial security to more than five million people with life,
disability income and long-term care insurance, annuities, and
brokerage and advisory services. Northwestern Mutual ranked 110 on
the 2024 FORTUNE 500 and was recognized
by FORTUNE® as one of the "World's Most Admired" life
insurance companies in 2024.
Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company (NM), Milwaukee, WI (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-dealer,
registered investment adviser, member FINRA and SIPC; the
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 Northwestern Mutual representatives are advisors. Only
those representatives with "Advisor" in their title or who
otherwise disclose their status as an advisor of NMWMC are
credentialed as NMWMC representatives to provide investment
advisory services.
1 Includes investments and separate account assets of
Northwestern Mutual as well as retail investment client assets held
or managed by Northwestern Mutual.
Forbes Top Financial Security Professionals and
Forbes Best-in-State Top Financial Security Professionals
lists (July 2024). Based upon data as
of 12/31/2023. Forbes Top Women Wealth Advisors Best in
State, February 8, 2024. Based upon
data as of 9/30/2023. Forbes Best-In-State Wealth Management
Teams (1/9/2024). Based upon data as of 3/31/23. Forbes
"America's Top Wealth Advisors" list, (April
2024). Based upon data as of 6/30/2023. Forbes
"Best-in-State Wealth Advisors" list (April
2024). Based upon data as of 6/30/2023. Research and
rankings provided by SHOOK Research. Northwestern Mutual and
its advisors do not pay for placement on third party rating lists,
but do pay marketing fees to these organizations to promote the
rating(s). Rankings and recognitions are no guarantee of
future investment success.
Barron's "Top 1,200
Financial Advisors" list (March
2024), based upon data as of 9/30/2023. Northwestern Mutual
and its advisors do not pay for placement on third party rating or
ranking lists, but instead pay marketing fees to these
organizations to promote the rankings and rating(s). Rankings
and ratings are no guarantee of future investment success.
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SOURCE Northwestern Mutual