15 Illinois-based Northwestern Mutual financial advisors named on national ranking of Top Wealth Advisors

Posted April 12, 2023 11:00 pm

Submitted by William Polk

Northwestern Mutual is celebrating 15 Illinois-based financial advisors earning rankings on the 2023 Forbes' Top Wealth Advisors "Best-In-State" list.

Forbes receives more than 30,000 advisor applicants annually, and only a small percentage are named among the best wealth advisors in their state. Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research. SHOOK considers a variety of qualitative and quantitative metrics when evaluating nominees, including industry experience, compliance records, revenue produced and assets under management.

The following advisors who ranked on the 2023 Forbes' Top Wealth Advisors "Best-In-State" List are:

• Bob Bolt, Skokie

• Christina Collins, Chicago

• Chris Dill, Chicago

• John Dill, Peoria

• Daniel Gould, Deerfield

• Justin Kirby, Champaign

• Tom McBreen, Skokie

• Steve Mengyan, Vernon Hills

• Kevin Olson, Downers Grove

• Alap Patel, Chicago

• Mike Polan, Downers Grove

• John Roland, Oak Brook

• Brent Shunk, Springfield

• Kevin Spahn, Lombard

• Keith Spengel, Skokie

These Northwestern Mutual advisors - and thousands more nationwide - not only deliver outstanding service to their clients, but were also the driving force for the company's outstanding 2022 business results. In February, Northwestern Mutual announced a record number of total clients (more than five million), full-time financial professionals (nearly 8,000), revenue ($35 billion), surplus ($37 billion) and permanent life insurance sales. Additionally, in 2022 Northwestern Mutual Investment Services was ranked the sixth largest independent broker-dealer by total revenue by InvestmentNews and the seventh largest by Financial Advisor.

Northwestern Mutual is a leading provider of wealth management and investment solutions - with a growing number of clients turning to the company's financial advisors to help them protect and grow their wealth. The company's broad range of investment options, combined with its industry-leading risk protection solutions, gives clients the ability to achieve better long-term financial outcomes.

Article Comments

Article Comments

Guidelines: Keep it civil and on topic; no profanity, vulgarity, slurs or personal attacks. People who harass others or joke about tragedies will be blocked. If a comment violates these standards or our terms of service, click the "flag" link in the lower-right corner of the comment box. To find our more, read our FAQ.