Brian D Blink, CLU®, ChFC®, CASL®

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.

Brian has earned the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation and the Chartered Advisor for Senior Living (CASL®) designation.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism. 
 
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
 
A Chartered Advisor for Senior Living (CASL®) is a financial services professional who is uniquely qualified to work with mature clients and those planning retirement.  All CASL® Designees are required to complete the most comprehensive and up-to-date educational program available for professionals who work with mature clients.  CASL®'s are also required to keep learning throughout their careers to meet the designations continuing education guidelines.  Before receiving the designation participants in the program are required to have worked with older clients for a minimum of three years.
 
 

 

 

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