Northwestern Mutual Leads the Industry in Inaugural “Top Financial Security Professionals” Rankings

MILWAUKEE, October 19, 2021 /PRNewswire/ — Northwestern Mutual advisors account for more than a quarter of award winners Forbesjust released the “Top Financial Security Professionals 2021” ranking, significantly outpacing all other wealth management and financial services companies.

the Forbes The list honors the nation’s top performing wealth advisors who provide holistic planning focused on highly skilled financial advice and risk mitigation. Winners are selected based on a set of key criteria, including industry experience, revenue, assets under management, customer loyalty – also known as persistence rate – as well as qualitative factors such as compliance record and exposure to best practices.

“We are thrilled to have such strong, industry-leading representation in this year’s rankings, with more than a quarter of winners affiliated with Northwestern Mutual,” said Tim Gerend, the company’s chief distribution officer and a member of the Forbes/SHOOK Financial Security Professionals Leadership Advisory Board. “As more and more Americans seek financial advice during these uncertain times, our largest, most productive and diverse field team in the company’s history is exceptionally well placed. to serve its clients with its expertise and more sophisticated and comprehensive financial strategies.”

U.S. Top Financial Security Professionals Ranking Follows Recognition of Five Northwestern Mutual Wealth Management Advisors on Working Mother and SHOOK Research 2021 Top Wealth Advisor Moms list and three advisers on Forbes Top Next-Gen Wealth Advisors listing. Major 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.

“Nobody offers financial security to clients like Northwestern Mutual’s wealth advisors – and this list proves it,” said Aditi Javeri Gokhale, the firm’s chief commercial officer and president of its investment products and services business. . “Given the uncertainty of the past 18 months, many Americans feel financial anxiety at an all-time high. But when they have a comprehensive plan that grows and protects wealth, they can live longer and live longer. ‘worry less.’

Northwestern Mutual advisors recognized in the 2021 Top Financial Security Professionals in the United States are:

John Adams

Matt Carothers

Matthew Greene

Delynn Alexander

Justin Charise

Loren Hsiao

Scott Ashline

Michael d’Aquila

Rick Hu

Michael Bartenhagen

jerry david

John Iezzi

Rebecca Bast

Scott DeSantis

mike jones

Bradley Baune

James DiNardo

John Kilch

Douglas Benson

Benjamin Felman

Mark Kull

Art Blick

Jim Fitzgerald

Sam Laorenza

Steve Brown

Howard Goldman III

Tyler Layne

Zach Burton

Daniel Gould

Randy Lehman

Lou Cannataro

Todd Grandy

Paul Ludacka

Marc Lupton

Michael Ryan

Raul Tavdi

Todd Marshall

Theodore Sangalis

Gary Taylor

Todd McClure

Ryan Saunders

E. Peter Tiboris

Ed McGill

David Schimberg

Peter Tillinghast

Mike McGinley

Stephane Schwartz

Craig Volk

Harry J. Mentonis

Mike Sedjo

Keith Wagner

David Miller

Michael Smith

Adam Waitzman

James Munder

Kevin Spahn

Thomas R. Wilmink

William Newman

Scott Sparks

Mark wise

Shawn W. Phelps

Keith Spengel

William D. Yancey

Andrew Rasmussen

Brian Stanley

Royce Zimmerman

Adam Riegel

Jean Sterner


Bob Roth

Todd Tauzin


About Northwestern Mutual
North West Mutual helping individuals and businesses achieve financial security for over 160 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 clients plan for what matters most. With $308.8 billion in total assets, $31.1 billion in revenue, and $2 billion dollars of in-force life insurance protection, Northwestern Mutual provides financial security to more than 4.75 million people with life, disability and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than 200 billion dollars investments held by its clients and held or managed by its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the world’s most admired life insurance companies in 2021.

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) (Securities), Broker, Registered Investment Advisor, Member FINRA and SIPC; Northwestern Mutual Wealth Management Company® (NMWMC) (fee-based fiduciary and financial planning services), Federal Savings Bank; and Northwestern Long Term Care Insurance Company (NLTC) (long term care insurance).

SOURCE North West Mutual

Sarah J. Greer