Expertise

Northwestern Mutual's financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class solutions such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.

Meet Our Specialists
 

Jerry David, MBA, CLU®, CFP®
Life Insurance Specialist

For Jerry David, Northwestern Mutual is truly a family affair. His father, Jack, is a long-time Financial Representative with the Downtown Milwaukee office. Jerry’s wife, Peggy, spent part of her career within Northwestern Mutual, and they now work as a team. Jerry began his career with the office in 2000; a member of the Concierge Club, and the specialist for Life Insurance, Jerry continues to enjoy growth and success in his career. As a Wealth Management Advisor, he enjoys working with clients in a holistic, comprehensive financial security planning approach. Jerry holds a Bachelor of Science in Mechanical Engineering from UW-Milwaukee and a MBA from Marquette University.


Michael R. Butz, CLU®, ChFC®, CLTC
Disability Income Specialist

Mike Butz has been with Northwestern Mutual since 1977; his career as a Financial Representative started after serving in the US Navy and finishing college at the University of Wisconsin – Milwaukee. His experience and expertise makes Mike a valuable resource for not only his clients but for his peers as well. Mike’s career with Northwestern Mutual started a family legacy; his son, Michael S. Butz, is also a Financial Representative in the Chicago area.


Patrick Marget, JD, CPA, CLU®, CFP®
Estate and Business Planning Specialist

Pat Marget began his career with Northwestern Mutual in 2000; he left a successful practice as an attorney in a large Milwaukee law firm with a desire to build his own business, and the Financial Representative role offered him the opportunity to do so. Pat was attracted to the relationship nature of the business, the opportunity to have a favorable impact on people’s lives, and to be fully involved in building his own successful practice. Pat’s niche has been primarily business owners and attorneys.


Hans Myklebust, CLU®, ChFC®, CFP®
Retirement and Long Term Care Planning Specialist 

Hans Myklebust has been with Northwestern Mutual in Mequon since 2004; he has recently earned the title of Estate & Business Planning Specialist, and provides comprehensive investment and insurance planning for his business and personal clients.  He has been in the top 10 in the Bronze, Silver, Gold, and Platinum rankings in the Central Region. Hans was also named the #1 Financial Advisor in the Midwest for 2005.  In addition, Hans has attained the office's Big Ten status and Million Dollar Round Table 2006-2010.  Hans also achieved the prestigious Pacesetter 40 and Pacesetter 60 awards.  Myklebust has more than 21 years of experience in the financial service industry.

Hans Myklebust is a native of Wisconsin Dells, Wisconsin.  He earned a Bachelors of Arts from the University of Wisconsin-Eau Claire.  He has achieved his CLU®, ChFC®, Series 7, 63, and 66 designation. He resides in Menomonee Falls with his wife and two children.


R. David Fritz, Jr., CLU®
Executive Benefits Specialist

David joined Northwestern Mutual in 1993; he started a broad-based practice but wanted to develop a business focused on corporate markets. David combined the contacts he developed through his personal practice with the exposure he received from doing joint work with experienced financial representatives in the corporate marketplace. As a result, David Fritz has become a leader in the Network Office and has placed in the Company’s Top 20 in the last four years. He attributes his success to taking measured risks, developing his skills, and trusting the system.


Mike Slutzky, CLU®, ChFC®
Disability Income Specialist

Mike Slutzky began his career with Northwestern Mutual in 1981; he built his practice by working with physicians and resident physicians for the past 26 years. The relationship Mike establishes with his clients enables him to provide guidance to make the right choices. The experience Mike has with the disability income market and the relationships he’s built over the years makes him a valuable resource to both his clients and new Financial Representatives.


 

 


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