Wealth Management Advisor at Northwestern Mutual
Indianapolis, Indiana Area
- Current
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- Wealth Management Advisor at Northwestern Mutual
- Education
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- Ball State University
- Recommended
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4 people have recommended Mark - Connections
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85
connections
- Industry
- Financial Services
- Websites
Mark Wise ChFC®’s Summary
As a Wealth Management Advisor, Mark Wise's mission is to help clients align their financial actions with their core values. Mark does this by helping clients to create and monitor plans using a highly personalized service model and professional team that is focused on fewer than 100 clients and offers exclusive access to Northwestern Mutual's Wealth Management Company.
Mark Wise understands complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.
Mark Wise works with clients to:
• Gain a clear understanding of investment goals.
• Identify solutions to meet a client's needs.
• Create a comprehensive plan designed to achieve a client's goals.
• Monitor the client's plan and make adjustments as needs change.
A comprehensive process helps people identify their financial objectives, prioritize these objectives, and establish a systematic means to help ensure that they are achieved. The finished product includes a personalized plan that summarizes financial goals and a series of recommendations to help make a plan a reality.
Mark can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.
Mark's specialties: Asset & Income Protection, Advanced Planning, Advisory Services, Business Planning, Business Succession, Comprehensive Financial Planning, Charitable Giving, Executive Compensation, Employee and Executive Benefit Services, Education Funding, Employee Benefits, Estate Planning, Executive Benefits, Personal Needs Analysis, Risk Management, Retirement Planning, Special Needs Planning, Trust Services, Wealth Accumulation
Mark Wise ChFC®’s Specialties:
For additional information on Mark Wise's professional background, areas of expertise and services available, visit his web site at http://www.markwise-nm.com.
Mark Wise ChFC®’s Experience
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Wealth Management Advisor
Northwestern Mutual
(Privately Held; 10,001 or more employees; Financial Services industry)
May 1999 — Present (10 years 8 months)
Mark Wise ChFC®’s Education
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Ball State University
1994 — 1999
Additional Information
Mark Wise ChFC®’s Websites:
Mark Wise ChFC®’s Interests:
family, golf, basketball, traveling, public speaking
Mark Wise ChFC®’s Groups:
Professional:National Association of Insurance and Financial Advisors, Indiana Association of Insurance and Financial Advisors Million Dollar Round Table, Association for Advanced Life Underwriting
Personal: The Timmy Foundation-Currently Chairman of the Board, CHAMP Camp, Unitied Way of Indiana-Tocqueville Society, Susan G. Komen for the Cure, Quest for Excellence, Riley Children's Hospital, Big Brothers Big Sisters of Central Indiana, Million Dollar Round Table, MDRT Foundation-2009 Quality of Life Recipient
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Ball State University Alumni Association (Official) -
Indianapolis Colts Fan Club -
National Association of Insurance and Financial Advisors -
United Way -
Northwestern Mutual Financial Network -
United Way of Central Indiana Emerging Leaders -
Hoopis Performance Network
Mark Wise ChFC®’s Honors:
The Prestigious Northwestern Mutual Forum (2005-2009)
Northwestern Mutual MVP (Most Valuable Producer) (2005-2009)
National Sales Achievement Award (2002-2008)
Indiana Association of Insurance and Financial Advisors, Agent of the Year (2003)
Million Dollar Round Table (MDRT) (2002-2009)
MDRT Court of the Table (2006-2009)
MDRT Top of the Table (2007, 2009)
Mark Wise ChFC®’s Contact Settings
Interested In:
- expertise requests
- business deals
- reference requests
- getting back in touch
