Marty DeRouen, CFP®, LUTCF, ChFC®

Wealth Management Advisor

Professional

Before I can ever begin to make recommendations for our clients, I need to spend time getting to know them.  We respect that before anyone should ever feel comfortable sharing their goals, dreams and worries with me, they need to get to know who I am – both personally and professionally.

Among the professional credentials I’ve earned, the most relevant to a client should be the CERTIFIED FINANCIAL PLANNER (CFP®) certification.  I’ve also achieved the American College’s Chartered Financial Consultant (ChFC®) and Life Underwriter Training Council Fellow (LUTCF) designations.  My investment licenses include the Series 6, Series 7, Series 63 and Series 65.  Within the Northwestern Mutual organization, I’m designated as a Wealth Management Advisor as well as an Annuity Specialist.  I earned a degree in Mechanical Engineering in 1987 and am formerly a registered Professional Engineer.

Our practice team includes 3 other professionals besides myself.  We are capable of planning in a broad number of areas with focus in the specific fields of:

  • Retirement Income Planning

  • Investment Services 

  • Wealth Transfer

  • Business Planning

While the work behind the scenes to achieve our client’s desired outcomes can be complicated, our goals for our clients are few and simple:

  • Create Clarity

  • Reduce Worry

  • Improve Certainty

  • Love the Experience

 

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