Northwestern Mutual Boasts Record Number of Wealth Advisors in New Forbes “Best-In-State” Ranking
April 12, 2022 by Northwestern Mutual
MILWAUKEE, April 8, 2022 /PRNewswire/ — Northwestern Mutual announced today that over 100 of its financial advisors – more than ever before – have been listed among the best in their state according to a ranking by Forbes.
“Northwestern Mutual’s dedicated and highly skilled financial advisors continue to set new standards and break records in wealth management,” said Aditi Javeri Gokhale, the company’s chief strategy officer, president of retail investments and head of institutional investments. “I’m deeply grateful for our advisors’ tireless efforts to help a growing number of Americans plan for the future, and thrilled to see the well-deserved recognition they continue to earn for delivering greater value and peace of mind to the clients they proudly serve.”
Forbes Best-In-State Wealth Advisors are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. SHOOK takes a wide variety of factors into consideration when evaluating nominees, including industry experience, compliance records, revenue produced and assets under management. Forbes receives more than 30,000 applicants annually, and only a small percentage are named among the best wealth advisors in their state.
The Northwestern Mutual advisors recognized in Forbes’ 2022 Best-In-State Wealth Advisors list are:
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John Adams |
Jerry David |
Charles Harlan |
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic 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 more than $570 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 90 on the 2021 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2022.
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.
SOURCE Northwestern Mutual
