Northwestern Mutual Wealth Management Advisors, Jay Broeg, CFP®, and Matt Krise, CFP®, RHU®, REBC®, are forming InTandem Financial – a strategic wealth advisory practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services.
“We’re pleased to be going to market together and believe this will better serve our new and existing clients,” said Broeg. “Our team of highly credentialed specialists and staff are ready to help with every facet of a financial plan.”
InTandem Financial is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
“Our clients expect broad expertise, enduring service and accessibility to their financial planning team,” said Krise. “Working together as InTandem Financial, we strive to meet their needs and exceed their expectations.”
Learn more about InTandem Financial by visiting www.intandemfinancial.nm.com.
About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billion in assets, $28.1 billion in revenues, and $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 104 on the 2018 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2019.
Japheth Broeg and Matthew Krise use InTandem Financial as a marketing name for doing business as representatives of Northwestern Mutual. InTandem Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Japheth Broeg and Matthew Krise are Agents of NM and NLTC, Registered Representatives of NMIS, and Representatives of NMWMC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.