Bennett Johnson
Eden Prairie,MN
Summary
I am solely focused on improving the financial lives for our clients, prospects, and community. I use my current designations of CFP and ChFC, along with the pending CLU, to share knowledge and experience to those seeking financial planning advice.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Wealth Management Advisor
Northwestern Mutual
Onalaska, WI
01.2016 - Current
- Work directly with our team's clients on all their financial planning needs.
- Manage the investment portfolios for our hundreds of clients.
- Facilitate the implementation of investment and insurance recommendations.
- Grow our business through word of mouth referrals.
- Teach our newer team members our financial planning processes and strategies.
Financial Advisor
Northwestern Mutual
Onalaska, WI
06.2015 - 12.2015
- Introduced prospects to our financial planning process.
- Recommended insurance and investment solutions to fit clients' needs.
- Reviewed clients' financial products to ensure suitability.
Financial Representative Intern
Northwestern Mutual
Onalaska, WI
12.2012 - 05.2015
- Learned the ins and outs of the financial advising industry.
- Mastered the financial planning process.
- Studied insurance and investment solutions.
Education
BBA - Finance And Real Estate
University of Wisconsin - Madison
Madison, WI05-2015
Skills
- Problem-solving
- Articulating strategies to clients
- Collaboration
- Planning
- Analytical and critical thinking
Certification
- CFP, January 2016
- ChFC, 2019
Timeline
Associate Wealth Management Advisor
Northwestern Mutual
01.2016 - Current
Financial Advisor
Northwestern Mutual
06.2015 - 12.2015
Financial Representative Intern
Northwestern Mutual
12.2012 - 05.2015
BBA - Finance And Real Estate
University of Wisconsin - Madison
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