Kenneth Tooke
Financial Advisor | Premium Finance | Helping Our Client Achieve Legacy Goals!
- Role
- Financial Advisor Premium Finance Expert at Northwestern Mutual
- Location
- Logan, UT, US
- LinkedIn followers
- 500 followers
About Kenneth Tooke
Launching my practice in 2001, I have worked with several different insurance companies…
Experience
Financial Advisor Premium Finance Expert
Nov 2015 — Present
Our local and national teams are committed to both excellence in design and detailed financial planning, as well as thoughtful communication our service. Their level of expertise and education is matched only by their desire to impact the lives of those we serve.Concierge Planning TeamOur Concierge Planning Team is assembled from various departments within Northwestern Mutual and can be leveraged in situations that require exceptionally advanced estate, trust and business planning. Their team of 10 is led by William F. Grady, JD, CLU®, CFP®, Director of Concierge Planning.Private Client ServicesBased in Milwaukee, WI, the Private Client Services team is a valuable resource to our high net worth clients. Driven by creativity, their team helps design custom investment solutions for clients with unique needs and goals. Their team of 22 professionals is led by our Chief Investment Officer, Brent Schutte, CFA®.
Education
The American College of Financial Services
LUTCF
ITT Technical Institute
Associate of Arts and Sciences - AAS
1992 — 1994
Skills
- Revocable Trusts
- Irrevocable Life Insurance Trusts
- Creative Problem Solving
- Investments
- Private Foundations
- Charitable Remainder Trusts
- Estate Tax Planning
- Premium Financing
- Collaborative Problem Solving
- Retirement Income Strategies
- Charitable Trusts
- Family Partnerships
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