Brent R Burke, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Professional

After starting with a large Wall Street firm in 1995, Brent Burke quickly found he could only help clients with large accounts of investable assets.    Brent was not satisfied knowing that there were considerable financial security concerns with which he was unable to help his client base.  In 2003, after several years of being encouraged to join Northwestern Mutual,  Brent finally made the switch and has never looked back. 

 

Brent personally understands the tremendous value of being a Northwestern Mutual policyowner after his father bought a policy for him from Northwestern Mutual over 20 years ago.  Brent desires for his clients to share in the many benefits of being a  Northwestern Mutual policyowner.

 

Associations and Memberships

Brent Burke is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a member of National Association of Insurance and Financial Advisors (NAIFA), a member of the Financial Representative Association (FRA), a member of the Million Dollar Round Table (MDRT) from 2006 to 2012, and has the Charter Life Underwriter (CLU®) and the Chartered Advisor for Senior Living (CASL®) designations. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2006-2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2018

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2006-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2010

Award recognizing performance

 

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