Lowell M Plotkin, RICP®

Financial Advisor

My Team

As a Financial Advisor for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

Jordan Brown CFP®, AAMS®, MSF

Financial Planning Consultant

In addition to my own staff, Jordan helps me deliver financial security to clients by assisting me with providing comprehensive planning, investment analysis and proposals. Jordan is employed by Northwestern Mutual and resides in Milwaukee, Wisconsin.

Jordan joined Northwestern Mutual in October of 2019 as financial planning business consultant. Jordan joins us from Annex Wealth Management where he has spent the last year creating and implementing financial plans for clients, as well as serving on the financial planning board for the firm.  Prior to Annex, Jordan worked for Charles Schwab where he was an Associate Financial Consultant for 3+ years and Fifth Third Bank where he was a Retail Personal Banker.

Jordan is working toward his Master’s in Business Administration focusing in Project Management from Purdue University in Indianapolis, IN. Jordan obtained his Bachelor of Science in Finance from Indiana State University and his Master of Science in Finance from Purdue University in Indianapolis, IN.  He is FINRA Series 7 and Series 66 licensed, as well as life & health.  He is a Certified Financial Planner - CFP® and an Accredited Asset Management Specialist – AAMS®.

Jordan brings a passion for financial planning and the client experience to Northwestern Mutual.

 

 

Whitney Leigh Klimecki

Administrative Assistant
 
 

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