Nick Harter

About Nick Harter

We are a virtual financial planning and wealth management firm aligned with Northwestern…

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Dec 2010 — Present · Fort Wayne, IN, US

   We seek to bring our clients a feeling of confidence so that they will realize their financial goals through the actions they are taking today; actions that are based upon a process that integrates both insurance and investment solutions. We value the following ten steps to help achieve clients\' goals:1. Solve your risk-based needs first.2. Provide expert guidance to help develop your long-term investment strategy.3. Create a strategy consistent with your risk tolerance, time horizon and goals.4. Determine a diversification strategy using asset allocation to meet goals.5. Use professionally created quality investment portfolios designed to match your asset allocation strategy.6. Use rebalancing to remove emotion from decision making.7. Create tax efficiency strategies.8. Evaluate the asset allocation relative to your long-term goals and benchmarks.9. Help you resist the temptation to change your strategy during up or down market movements.10. Encourage you to start early and invest regularly.

Education

• Purdue University Fort Wayne

  Bachelors, Organizational Leadership, and Supervision

  1998 — 2007

• Indiana University Fort Wayne

  Masters, Business Administration

  2007 — 2008

• Certified Financial Planner Board of Standards, Inc. (CFP Board)

  Certified Financial Planner™, CFP®, Financial Planning and Services

  2017

• North Side High School

  Diploma, Business

  1994 — 1998

• The American College of Financial Services

  Chartered Life Underwriter®, CLU®, Financial Planning and Services

  2015

Skills

• Sales Operations
• Customer Retention
• Customer Service
• Training
• Customer Satisfaction
• New Business Development
• Lead Generation
• Strategy
• Social Media Marketing
• Marketing
• Online Advertising
• Online Marketing
• Operations Management
• Business Strategy
• Advertising
• Management
• Marketing Strategy
• Leadership
• Networking
• Time Management
• Entrepreneurship
• Public Speaking
• Account Management
• Market Research
• Leadership Development
• Sales
• Contract Negotiation
• Selling
• Start-Ups
• B2b
• Small Business
• Team Leadership
• Coaching
• Direct Sales
• Social Networking
• Marketing Communications
• Sales Process
• Sales Management
• Event Management
• Strategic Planning