Professional

A member of NAIFA  (National Association of Insurance & Financial Advisors)

Certifications and Designations

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The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

 

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The Chartered Life Underwiter (CLU)® is the highest standard of knowledge and trust and the world's most respected designation of insurance expertise.  A CLU® can provide expert advice on a broad range of financial topics including life and health insurance, pension planning, investments, financial and estate planning, and group benefits.

 

 

 

Years of Experience

Representing Northwestern Mutual since 2006.

Education

Degree Major Institution
Bachelor of Business Admin. Economics and Management Albion College

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2014

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2009

Award recognizing persistency and performance

Bryan W. Smith, CFP®, CLU®, RICP®

Financial Advisor

 

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