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View More Press Releases by Northwestern Mutual

Press release:

Seven Northwestern Mutual Advisors Named to 2018 Financial Times 401 Top Retirement Plan Advisors

Issued by: Northwestern Mutual

Date: Sept. 27, 2018

MILWAUKEE, Sept. 27, 2018 -- Northwestern Mutual today announced that seven financial advisors affiliated with Northwestern Mutual Wealth Management Company have been named to the 2018 edition of the Financial Times' 401 Top Retirement Plan Advisors.

The FT 401 list recognizes an elite group of advisors who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US. Advisors are selected based on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.

Those recognized in the 2018 FT 401 are:

  • Clay Brinson, Brecher, Greenberg & Brinson Group, Northwestern Mutual Wealth Management Company
  • Todd Colburn, Northwestern Mutual Wealth Management Company
  • William Brian Drake, Northwestern Mutual Wealth Management Company
  • Kevin Luchetta, Pioneer Financial, Northwestern Mutual Wealth Management Company
  • Roger Machlin, Northwestern Mutual Wealth Management Company
  • David Test, Northwestern Mutual Wealth Management Company
  • Steven Thagard, Northwestern Mutual Wealth Management Company
"We are thrilled to congratulate our financial professionals recognized by the Financial Times this year, and pleased by Northwestern Mutual's growing representation on the FT 401 list," said Christian Mitchell, president and CEO, Northwestern Mutual Wealth Management Company. "These advisors are at the forefront of our efforts to help businesses develop competitive retirement plan solutions with high quality investment solutions and advice. Their success validates our focus on integrated financial planning that helps investors grow, preserve and protect their wealth."

The FT 401 distinction follows the recognition of 12 Northwestern Mutual Wealth Management advisors on the 2018 Financial Times' 400 Top Financial Advisors list as well as Northwestern Mutual's ranking as the sixth largest independent broker-dealer on Financial Planning's 2018 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 Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. 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 more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billion in assets, $28.1 billion in revenues, and $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 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 manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 104 on the 2018 FORTUNE 500 and is recognized by FORTUNEŽ as one of the "World's Most Admired" life insurance companies in 2018.

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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