Tim R Neumann, CLU®, ChFC®, CLTC®

Financial Representative

  • Office 262-255-3707
  • Fax 262-255-2703

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.

Designations

CLU®

Tim Neumann has earned the Chartered Life Underwriter (CLU®) 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.

ChFC ®

Tim has earned the Chartered Financial Consultant (ChFC®) designation.

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.

CLTC®

Tim has earned the Certified in Long-Term Care (CLTC®) designation.

The Certified in Long-Term Care (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, financial professionals holding this designation are focused on the field of long-term care and know the right questions to ask. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

Awards

Tim Neumann led Northwestern Mutual in both lives and new clients for the 2009-2010 awards year.

Forum

Tim earned Forum status, the highest honor earned by only the top 5% of Northwestern Mutual advisors nationally, in 1998-2001 and 2004-2016.

 

Million Dollar Round Table

MDRT is the premier association of financial professionals.  MDRT status is granted for one year and members must apply every year to continue their affiliation with the MDRT.

  • Qualifying / Life Member 1996-2016
  • Qualifying Member 1988-1995
  • Provisional Member 1987
 

Years of Experience

Representing Northwestern Mutual since 1983.

Education

Degree Major Institution
Bachelor of Business Administration Marketing Wisconsin, U of (Oshkosh)
 

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