Bryan W. Smith, CFP®, CLU®, RICP®

Financial Advisor

Mission, Value & Beliefs

Devoted to you and your family.

Disciplined to build you an enduring plan.

Dedicated to your success.

We advise aligning your actions with your intentions: it could change your life.

Our team helps families articulate their vision, assess current progress, and design a written financial plan designed to navigate the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies. Our families can find peace of mind in knowing they are not alone at the helm as they face the financial challenges of the future, having guidance and accountability from a team of trusted advisors steering them toward their vision. Our team brings insight and financial planning expertise, while relying on the 160+ years of strength and research from Northwestern Mutual to help create an environment of learning and confidence while executing their plan.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck