John Muth

Senior Director - Advanced Planning at Northwestern Mutual

Role
Senior Director - Advanced Planning at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About John Muth

Specialties: Estate planning Business succession planning Executive benefit…

Experience

  1. Senior Director - Advanced Planning

    Northwestern Mutual

    Jul 1996 — Present · Milwaukee, WI, US

    Attorney practicing in the estate planning, business planning, tax and retirement planning areas. For 28 years working in the insurance and financial planning field. Presents at various national estate and business planning seminars, publishes advanced planning articles in Northwestern Mutual Advanced Planning publications, and speaks at various national and regional forums. Consults with specialists in estate planning, retirement planning, and business planning that comprise part of Northwestern Mutual\'s nationwide financial advisors. Expert in coaching and developing financial advisors and planning professionals to perform optimally in their practices. Supports 7600 Financial Representatives at Northwestern Mutual from the Company\'s national headquarters, including the top 450 Fee Based Planning Advisors working at an elite level for Northwestern Mutual Wealth Management Company across the nation.

Education

  • American College

    CLU, Chartered Life Underwriter

    1997 — 2014

  • Santa Clara University

    Bachelor of Arts, History

    1981 — 1985

  • Marquette University High School

    High School, Liberal Arts and Sciences, General Studies and Humanities

    1977 — 1981

  • College for Financial Planning

    CFP, Certified Financial Planner

    1988 — 2014

  • National Association of Estate Planners & Councils

    Accredited Estate Planner, Estate Planning

    2010 — 2014

  • Marquette University Law School

    Juris Doctor, Law

    1989 — 1992

Skills

  • Financial Planning
  • Succession Planning
  • Strategic Planning
  • Securities
  • Strategic Financial Planning
  • Investments
  • Retirement Planning
  • Financial Services
  • Wealth Management
  • Estate Planning
  • Finance
  • Life Insurance
  • Mutual Funds
  • Strategy
  • Tax
  • Insurance
  • Business Planning
  • Financial Planners
  • Financial Advisory
  • Retirement

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