Professional
Mission
Since becoming a part of Northwestern Mutual Financial Network in 1983, Brad Baune’s mission has been to help clients achieve financial security through defining their current financial situation and identifying ways to realize their financial goals. Brad and his team provide innovative solutions using a top-down approach to planning, taking into account our clients’ vision, values and goals.
Background
Brad joined Northwestern Mutual as an intern back in 1983. He earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Pennsylvania, and has since become a Wealth Management Advisor. Brad has built a practice that is equipped to help both clients and businesses with specific financial issues.
The Charted Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927 more than 94,000 individuals have earned the CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. The CLU designation symbolizes continuing growth and commitment to professionalism for financial representatives, field management, home office personnel and others involved in providing life insurance products to the public.
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