TAMPAFla. , April 12, 2023 /PRNewswire/ — Northwestern Mutual is celebrating five Florida-based financial advisors to earn rankings in 2023 forbes’ Top Wealth Advisors “Best-in-State” List.
Forbes Receives more than 30,000 advisor applicants annually, and only a small percentage are named among the best wealth advisors in their state. Forbes Best-in-State Wealth Advisors are nominated by their firms and undergo a series of extensive interviews, questionnaires and tests by Shook Research. SHOOK considers various qualitative and quantitative metrics when evaluating nominees, including industry experience, compliance record, revenue generation and assets under management.
The following advisors will rank in 2023 forbes’ The top wealth advisors on the “Best-in-State” list are:
These Northwestern Mutual advisors – and thousands nationwide – not only provided excellent service to their clients, but were also the driving force behind the company’s excellent 2022 business results. In February, Northwestern Mutual reported a record number of total clients (more than five million), full-time financial professionals (nearly 8,000), revenue ($35 billion), surplus ($37 billion) and permanent life insurance sales. Additionally, in 2022, Northwestern Mutual Investment Services was ranked the sixth largest independent broker-dealer by total revenue. Investment news and the seventh by the great Financial advisor.
Northwestern Mutual is a leading provider of wealth management and investment solutions – helping the company’s financial advisors protect and grow their wealth with a growing number of clients. The company’s wide range of investment options, combined with its industry-leading risk protection solutions, provide clients with the ability to achieve better long-term financial results.
about the Forbes‘ Top wealth advisors and best-in-state lists
Forbes Recognizes the top wealth advisors in America based on a set of qualitative and quantitative criteria, including personal interviews, best practices, service and investment models, compliance records, revenue trends and assets under management. All consultants have at least seven years of experience. Portfolio performance is not a benchmark due to varying client objectives and lack of audited data. Neither Forbes Neither does their research partner – SHOOK – receive a fee in exchange for rankings. Rankings and accreditations are no guarantee of future investment success.
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 personalized digital experiences and industry-leading products to help its clients plan for what matters most. with more than $558 billion Of total assets managed in the Company’s institutional portfolio and retail investment client portfolios, approx $35 billion In revenue, and $2.2 trillion The value of life insurance protection in force, Northwestern Mutual provides financial protection to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual was ranked 97 in 2022 fate 500.
Northwestern Mutual is the marketing name for Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life insurance including life and disability insurance, annuities, and long-term care benefits) and its subsidiaries. Accessories included Northwest Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), broker-dealer, registered investment advisor, member FINRA and SIPC; Northwestern Mutual Wealth Management Company® (NMWMC) (investment advice and services), Federal Savings Bank; and Northwestern Long Term Care Insurance Company (NLTC) (long term care insurance). Not all Northwestern Mutual representatives are advisors. Representatives with “Advisor” in their title or who otherwise disclose their status as an advisor to NMWMC are certified as NMWMC Representatives to provide investment advisory services.
Advisors using a different firm name do so as a marketing name to do business as a representative of Northwestern Mutual. Marketing names are not registered investment advisers, broker-dealers, insurance agencies or federal savings banks. Advisors are insurance agents of NM. Investment advisory services provided as advisor to NMWMC. Investment brokerage services provided as registered representative of NMIS.
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Source Northwestern Mutual