Timothy John Szlosek, ChSNC®, CLU®, CFP®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

After a 10-year career in college sports marketing, sales and sports information, I joined the Northwestern Mutual as a Director of Development in July 2004. After two years of recruiting and management responsibilities, I had a vision to have a more direct impact in helping people achieve financial security. It was June 2006 when I became a financial representative. Since then, I have helped my clients in the areas of risk management, wealth accumulation and wealth preservation and distribution. More directly, helping teachers, small business owners and families protect what they can least afford to lose and help bring their personal financial dreams into reality.

I have a New York  State Life, Accident and Health license,  I am a registered representative with Northwestern Mutual Investment Services holding a Series 7 and 63 licenses, and I have earned a Chartered Life Underwriter designation and a Chartered Special Needs Cunsultant designation.

 

 

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