Jeffrey C. Todd, ChFC®, CLU®, RICP®

Wealth Management Advisor

Professional

As of 8/2017, Jeff and his team alone are responsible for placing over $1,000,000,000 of inforce life insurance death benefit to protect families and businesses.  That's more than anyone in the Kentucky and Southern Indiana network office of Northwestern Mutual.

Calling oneself a professional doesn't really make one a professional.  As a Northwestern Mutual Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.  Please take a moment to review my experiences and accomplishments.

Top of the Table
Million Dollar Roundtable

Million Dollar Round Table’s Top of the Table is an exclusive forum for the world’s most successful life insurance and financial services professionals.  It is the most elite level of membership in the Million Dollar Roundtable, and as such, it places members in the top 1% of financial professionals in the world.

Forum
Northwestern Mutual

Northwestern Mutual's Forum is a group recognized for helping clients achieve financial security.  Only the top 4% of Northwestern Mutual's 6,000+ financial representatives receive this annual honor.

Top 100 Financial Security Award
Northwestern Mutual

Northwestern Mutual's Financial Security Award recognizes outstanding individuals who demonstrate a commitment to serving their clients’ needs through comprehensive financial planning, including helping clients grow and protect assets, so they are better prepared to achieve long-term financial security. 

ChFC®
Chartered Financial Consultant
Received in 2003 from the American College.

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goal.  The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

CLU®
Chartered Life Underwriter
Received in 2002 from the American College.

The CLU® designation is the professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life.  For Financial Advisors, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

RICP®
Retirement Income Certified Professional
Received in 2016 from the American College.

RICP® is an advanced designation for financial professionals working in the retirement income planning field.  While many advisors are experts at wealth accumulation, the RICP® designations focuses on practical ways to structure effective retirement income plans.  The program provides financial professionals with the latest thinking and techniques to transition assets to income, creating a rich, sustainable livelihood for clients.  


Million Dollar Round Table, Qualifying Member, 1998-2006
Million Dollar Round Table, Qualifying/Life Member, 2007-2018
National Quality Award, 1994-2010
National Sales Achievement Award, 1993, 1996-2010
National Association of Insurance and Financial Advisors Quality Award, 2011-2017


General Industry / Product Exams

Investment Company Products / Variable Contracts Products Representative Examination
Series 6
Passed on 12/20/1994.
 
General Securities Representative Examination
Series 7
Passed on 05/22/2006.

Securities Law Exams

Uniform Securities State Law Examination
Series 63
Passed on 11/24/1997.
 
NASAA Investment Advisors Law Examination
Series 65
Passed on 08/29/2006

 

 

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