Lowell M Plotkin, RICP®

Financial Advisor

My Mission

My partner, Chad Van Geenhoven, CFP®, ChFC®, and I have a process that we follow; it allows us to stay on track with our clients and prospects.

Our comprehensive financial planning process encompasses both current and future goals, as well as generational planning for the entire family. Our tenure and expertise allow us to discover and address areas that our clients may not always immediately think of. 

We provide solutions utilizing insurance and investment products through Northwestern Mutual.  We convey a sense of security by helping our clients to effectively and efficiently implement their plans and see their goals accomplished.

Our clients feel very comfortable with us because we are caring, proactive and responsive to their needs.  

 
 
 
 
 
 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

 

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