Seven Northwestern Mutual Advisors Named to The Financial Times’ “Top 400 Financial Advisors”
MILWAUKEE, March 30, 2017 /PRNewswire/ — Northwestern Mutual today announced that seven financial advisors, affiliated with Northwestern Mutual Wealth Management Company, have been named to the 2017 edition of the Financial Times‘ 400 Top Financial Advisors. The “FT 400” list highlights top financial advisors at national, independent, regional and bank broker-dealers across the U.S. Advisors are selected based on six criteria: assets under management (AUM), AUM growth rate, experience, advanced industry credentials, compliance records and online accessibility.
Those recognized in the 2017 FT 400 are:
- Richard Kelton, The Kelton Financial Group, Northwestern Mutual Wealth Management Company
- Steven Miura, The Miura Group, Northwestern Mutual Wealth Management Company
- Michael Schwartz, Pioneer Financial, Northwestern Mutual Wealth Management Company
- Kevin Spahn, Spahn Financial, Northwestern Mutual Wealth Management Company
- Scott Sparks, Sparks Financial, Northwestern Mutual Wealth Management Company
- Steven Tennant, Tennant Financial, Northwestern Mutual Wealth Management Company
- Matthew Wunder, Wunder Financial, Northwestern Mutual Wealth Management Company
“We’re honored that our financial professionals have been recognized by the Financial Times,” said Christian Mitchell, president and CEO, Northwestern Mutual Wealth Management Company. “These advisors and their teams are working with clients to grow, preserve and protect their wealth, and their success underscores the continued relevance of Northwestern Mutual’s whole-picture approach to financial planning.”
The FT 400 distinction comes on the heels of a milestone year for Northwestern Mutual, which recently announced that its retail investment products and services, offered through Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company, reached $100 billion in assets under management as of December 31, 2016.
Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company, which are subsidiaries of Northwestern Mutual, provide a variety of investment products and services to help clients with financial protection, wealth accumulation, and estate preservation and distribution. These solutions include brokerage and advisory services, trust services and discretionary portfolio management for high-net-worth individuals.
About The FT 400
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March, 2017). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management, asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident so they can live life differently. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management company and investment services. Northwestern Mutual ranks 100 on the 2016 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2017.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).
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SOURCE Northwestern Mutual