HELPING PEOPLE DEFINE, BUILD AND ENJOY PROSPEROUS LIVES

Similar documents
Quantum WEALTH MANAGEMENT. 622 Emerson Rd Suite 400 Creve Coeur, MO 63141

DERRENBACKER SHIELDS FINANCIAL GROUP

Part 2B of Form ADV: Brochure Supplement. Financial Management Strategies, Inc. Carl Camillo 9050 Sweet Valley Drive Valley View, Ohio 44125

Nonqualified Consulting Group COMMITTED TO THE NQDC MARKET EXPERTISE & SERVICE BROUGHT TO YOU BY THE PRINCIPAL FINANCIAL GROUP

DAVID EDWARD SCOTT. 812 Ashmun Street Sault Ste. Marie, MI LPL Financial LLC

Part 2B of Form ADV: Firm Brochure Supplement

Working together to help you achieve your financial goals. Daniel G. Kress, ChFC, CFP Kress Financial Services

The Hoffmann-Easom-Lannan Retirement Planning Group at Morgan Stanley

Klaas Financial Asset Advisors, LLC Form ADV Part 2B Individual Disclosure Brochure for

Better Together. Retirement Visions for Today and Tomorrow

Northwestern Mutual Investment Services, LLC

Northwest Capital Group at Morgan Stanley. Dedicated to Building and Preserving Your Wealth

Ryan R. Morrissey. 29 South Main Street, Suite B8 West Hartford, CT

Financial Planning Services

Why Choose Mappa Wealth Management?

Your Relationship with an Eagle Strategies Financial Advisor

GUIDE OTHERS AND LIVE GENEROUSLY TO BE WISE WITH MONEY. Explore a career as a Thrivent Financial representative

Canby Financial Advisors, LLC 161 Worcester Road, Suite 408 Framingham, MA (508) February 28, 2018

The InsurTech Revolution. What it means for your business model

Form ADV, Part 2B Brochure Supplement

Financial Planning Services

Presents: 2013 FALL SYMPOSIUM Being a Trusted Advisor

Application for Insurance Listing/Advertising on The White Coat Investor Website

TIAA-CREF Lifecycle Index Funds An easy way to save for retirement

Lifespan Financial Strategies, Inc. FORM ADV PART 2A BROCHURE

AXA Advisors January 2018

TIAA-CREF Lifecycle Funds An easy way to save for retirement

The Main Line Group at Morgan Stanley. Helping Clients To and Through Retirement

Our innovative team-based approach

RCA Capital Group, LLC Independent Advisors Focused on Your Success

The Services Available to Your 401k Plan

Our guide to family foundations

Generations Wealth, LLC CRD#

RBC Dominion Securities Inc. Steve Rose, cfp, cim. A comprehensive approach to wealth management

FORM ADV PART 2B. Paul S. Stanley. GRANITE BAY WEALTH MANAGEMENT, LLC Main Office: 767 Islington Street, Suite 1-D Portsmouth, NH 03801

JIMENEZ & PATE FINANCIAL GROUP

F OCUSED ON Y OUR F INANCIAL F UTURE

Understanding Return of Capital in Closed-End Funds

CFP, CPA, EA s and more: Understanding Who s Who in the World of Financial Professionals

Letters and Titles and Tags

This section of the brochure helps you quickly identify material changes from the last annual update.

John Hancock Life Insurance Company (U.S.A.)

Marsh Private Client Life Insurance Services. Life Insurance Services for High Net Worth Clients

Choosing and Evaluating Financial Professionals

Evan Simonoff Editor in Chief Financial Advisor Magazine. Robert Laura President SYNERGOS Financial Group

To help advisors and their high net worth clients accumulate, protect, and efficiently transfer wealth through: Strategy Products Advocacy

Investor s Guide to Homestead Funds. Welcome to your future.

Part 2A of Form ADV: Firm Brochure (April 2018)

SECURITIES EXPERT WITNESS & LITIGATION SUPPORT, LLC

KEYS TO WEALTH MANAGEMENT

Building High-Net-Worth Knowledge Through the CPWA Certification

Item 2 Table of Contents

Speaker Biographies. Andrea Brookes Senior Benefits Consultant, Sentinel Benefits & Financial Group

Butler Associates Financial Planners, Inc.

Barry J. Gottlieb, CFP, CDFA. Financial Advisor

Asset Management Group, Inc.

Brochure Date: March 1, Firm Name: Contact Information: Pacific Asset Management, LLC 4320 Harborview Dr. Gig Harbor, WA 98332

James Carpentier-Levy, CFP Financial Advisor Financial Planning & Management for Medical, Dental, & Veterinary Private Practices

Form ADV Part 2B SEC File No February 9, 2018

Making your financial success personal

The Retirement Solved "Plan it Together" Process

MEMBER PROFILE.

Executive Financial Services Group Capabilities

HELPING CLIENTS LIVE LIFE DIFFERENTLY

Brochure Supplement (Part 2B of Form ADV)

Douglas W. Jones Associates Financial & Insurance Services, Inc Rancho Parkway South Lake Forest, California 92630

Prudential LINK Advisors Form ADV Part 2B Brochure Supplements

Financial Guidance Through Life s Milestones

The Phillips Group Private Wealth Management Baird 130 Harbour Place, Suite 350 Davidson, NC thephillipsgrouprwb.

The Autopsy. of an ESOP

A collaborative approach supported by the strength of TD

WCG Wealth Advisors, LLC. Doing Business As: Fides Wealth Strategies Group. Christopher Rand

The Blue Mountain Group at Morgan Stanley

NAIFA - Syracuse 606 State Tower Bldg. Syracuse, NY Phone/Fax: Become a YAT at Heart!

balancing return, risk and capital preservation An Introduction to Equilibrium Wealth Management, LLC

Understanding Social Security Benefits

We ve Got You Covered Executive Benefit Resources

ASSET MANAGEMENT. Our Business is to Create, Protect & Preserve YOUR net worth. NetWorth

AT-A-GLANCE. Fee-Based Programs

Premier Retirement Planning Group, LLC 1054 Gateway Blvd. #106 (561) PremierRetirementPlanningGroup.com March 25, 2016

3013 Main Street Kansas City, MO (816)

EMPLOYEE STOCK OWNERSHIP PLANS (ESOP): THE ROLE ESOPS PLAY IN BANK SUCCESSION PLANNING

SEC FORM ADV PART 2 A November 2017

Form ADV Part 2B Brochure. Main Office 800 N. Shoreline Blvd, Ste South Corpus Christi, Texas

Wise Planning, Inc Tower Road, Winnetka, IL March 24, 2017

Educational Background and Business Experience. Form ADV Part 2B Brochure Supplement. Brochure Updated: April 27, 2016

Stonehearth Capital Management

have them do unto you. We make financial decisions

NEW YORK STATE WORKERS COMPENSATION BOARD ASSESSMENTS

Working at Pictet Asset Management GRADUATE PROGRAMMES

Remedies for Resolving Your Retirement» By Thomas A. Haunty. Your Business: What You Don't Know Could Hurt You» By Ann Guinn

Capital Planning Group, LLC

Form ADV Part 2B Brochure Supplement. Rick O. Helbing, CFP, ChFC dba Suncoast Advisory Group

A Retirement Plan for Engineers... by Engineers

Questions to Ask Your Financial Advisor

Brian Hammersley CFP, CRPS

FALMOUTH INVESTMENT COMPANY, INC Chagrin Blvd, Suite 300 Shaker Heights, OH 44122

LGBT individuals and non-traditional families.

The Services Available to Your 401(k) Plan

Steven Kim, B.Comm., FCSI Investment Advisor

Transcription:

STEVEN L. BRAUN, CLU HELPING PEOPLE DEFINE, BUILD AND ENJOY PROSPEROUS LIVES Our number one job is to know you and your dreams.

STEVEN L. BRAUN, CLU Past Two-Time Recipient of Northwestern Mutual Chicago O F T H E Y E A R s Association P A S T P R E S I D E N T Steve began with Northwestern Mutual over three decades ago. He found early success while building a thriving insurance practice. As the industry evolved and Northwestern Mutual added investment services to its platform, Steve embraced this change and evolved into offering comprehensive wealth management services. Clients value Steve s ability to identify financial goals and recommend trusted colleagues with specialized expertise to help make those goals attainable. Steve brings to you his own team, plus a network of local and national experts. Chairman Planning Committee 2 0 1 7 A N N U A L M E E T I N G Combining Business, Fun and Community to Make a Difference Northwestern Mutual Chicago National Community Service A W A R D ( 2 0 1 1 a n d 2 0 1 5 )

We are committed to providing exceptional customer service to you and to all our clients. OUR TEAM Our team comes from various backgrounds and offers a variety of skills. Together, we provide a well-rounded and effective approach to customer service. We're uniquely positioned to look at the totality of your financial information and to organize it so you'll be confident in your financial future DEMELZA Y STEINFELS Director of Client Services DAVID W GORDON JOHNSON Investment Operations STACY L COCHRANE Director of Marketing & Business Operations TANYA RENEE KING Associate Financial Rep VITALIY K STURLIS, CFA Investment Operations Assistant

LOCAL TEAM OF SPECIALISTS To address your unique needs, we believe in a collaborative approach, and that s why Steve is part of a network of professionals who have combined their talents, skills, and expertise to provide even more exceptional service than he can offer alone. Clients appreciate that our passion, dedication, knowledge and commitment are resources that will help them attain financial security CHRISTINA COLLINS CFP, CPWA, CLU, ChFC, RICP CHRISTIAN DILL CFA, CFP JOHN ARAUJO RHU KURT KIDDER J.D., ChFC, CFP, AEP Estate & Business Planning Advisor AL PATEL CFA, CFP SEAN PICKETT CFP Financial Advisor

NATIONAL TEAM OF SPECIALISTS To address your unique needs, we believe in a collaborative approach, and that s why Steve is part of a network of professionals who have combined their talents, skills, and expertise to provide even more exceptional service than he can offer alone. Clients appreciate that our passion, dedication, knowledge and commitment are resources that will help them attain financial security TOM LIPSCOMB III BRAD BAUNE CLU, ChFC GEORGE BLAHA SCOTT SPARKS CLU, ChFC, RICP JOHN FOLKERT CLU Business & Estate Planning Specialist TIMOTHY RADDEN CLU, AEP, ChFC, CLTC

DELIVERING ON OUR PROMISES One N. Wacker Dr. Suite 4600 Chicago, IL 60606 Steven L. Braun, CLU steve.braun@nm.com www.steve-braun.com Bus: 312-641-8925 Cell: 847-910-8686 Fax: 312-277-3440

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Steven L Braun is a Representative of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (fiduciary and feebased financial planning services), a subsidiary of NM, and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and s. s and their staff might not represent all entities shown or provide all the services discussed on this material.