Northwestern Mutual - Waterloo: Where it is our mission to do what's right, put our clients first, and provide financial security.

Because preparing for your financial future can be complicated, and your set of circumstances unique, it's important that you have the help of highly trained and experienced professionals.

Through our local Waterloo office and network office, you have access to our financial representatives, advisors and specialists who can address your financial goals and objectives in areas like personal and business needs analysis, estate analysis, retirement solutions, and asset allocation.

We utilize a personalized approach that leads to customized recommendations that will help you make decisions that are right for you and those who depend on you.

Steve Forbes and John Schlifske on
“The Power of a Game Plan”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. Forbes and Schlifske shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions. The event was part of a three-city tour and saw over 1,000 attendees.

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Mark J Funk

Mark J Funk, CLU®, ChFC®

Managing Director

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

If You Live For It, We’ll Help You Plan For It.

See what our version of financial planning looks like. Read now.

Our Strength Is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

 

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