Northwestern Mutual: Leads industry on latest Forbes’ “Top Financial Security Professionals” and Best-in-State Lists

MILWAUKEE, July 26, 2023 /PRNewswire/ — Northwestern Mutual announced today that an industry-leading 489 of its advisors earned a spot on Forbes‘ annual lists of top financial security professionals – the company’s strongest showing on this prestigious ranking since it debuted in 2021. Twenty-nine of the 489 advisors also appeared among the publication’s 2023 “Top 100 Financial Security Professionals,” taking more than a quarter of the list.

These Forbes lists recognize top-performing financial advisors – at both the national level and by state – who provide 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.

“Northwestern Mutual is the undeniable industry leader in financial security, and our presence in this year’s rankings proves it,” said Tim Gerend, the company’s chief distribution officer and a member of the Forbes / SHOOK Financial Security Professionals Leadership Advisory Board. “Our approach to financial planning is resonating in the marketplace, and this accolade sends a loud and clear message about the expertise of our advisors who are committed to helping clients build financial security.”

Northwestern Mutual’s 2023 Top 100 Financial Security Professionals & Best in State List-Makers include:

…

[Message clipped]  View entire message