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View More Press Releases by Northwestern Mutual

Press release:

Five Northwestern Mutual Advisors Named to 2017 Financial Times 401 Top Retirement Plan Advisors

Issued by: Northwestern Mutual

Date: Sept. 28, 2017

MILWAUKEE, Sept. 27, 2017 -- Northwestern Mutual today announced that five financial advisors affiliated with Northwestern Mutual Wealth Management Company have been named to the 2017 edition of the Financial Times' 401 Top Retirement Plan Advisors.  

The FT 401 list recognizes an elite group of advisors from across the country who specialize in serving defined contribution (DC) retirement plans. Advisors are selected based on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. There are no fees or other considerations required of advisors who apply for the FT 401.

Those recognized in the 2017 FT 401 are:

  • Justin J. Kirby, Kirby Wealth Management Group, Northwestern Mutual Wealth Management Company
  • Roger S. Machlin, Northwestern Mutual Wealth Management Company
  • Todd M. Colburn, Northwestern Mutual Wealth Management Company
  • David B. Test, Northwestern Mutual Wealth Management Company
  • Emmett G. Dupas III, Northwestern Mutual Wealth Management Company
"We are pleased to congratulate our financial professionals who have been recognized by the Financial Times," said Christian Mitchell, president and CEO, Northwestern Mutual Wealth Management Company. "These advisors are dedicated to helping businesses develop the unique retirement plan solutions their employees need to achieve financial security. They embody Northwestern Mutual's focus on integrated financial planning that helps investors grow, preserve and protect their wealth."

The FT 401 distinction follows the recognition of seven Northwestern Mutual Wealth Management advisors on the Financial Times' 2017 FT 400 list as well as Northwestern Mutual's ranking as the fifth largest independent broker-dealer on Financial Planning's 2017 FP50 list.

Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company, which are subsidiaries of Northwestern Mutual, provide a variety of investment products and services to help clients with financial protection, wealth accumulation, and estate preservation and distribution. These solutions include brokerage and advisory services, trust services and discretionary portfolio management for high-net-worth individuals.

About The FT 401
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor is not indicative of the advisor's future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident so they can live life differently. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management company and investment services. Northwestern Mutual ranks 97 on the 2017 FORTUNE 500 and is recognized by FORTUNEŽ as one of the "World's Most Admired" life insurance companies in 2017.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management CompanyŽ (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

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