Ted Everson, CFP®, CLU®, WMCP®

Wealth Management Advisor

Professional

After graduating from the University of Wisconsin-La Crosse, I began my full-time career with Northwestern Mutual in 2008. I have built a successful practice with my team of three, and serve as a Field Director for new representatives with Northwestern Mutual in the Onalaska office.  

In my practice, I seek to build trusting, and long-lasting relationships with my clients as we work together to identify their financial goals and to develop a personalized plan to achieve them.  

Education

  • University of Wisconsin- La Crosse, Bachelors of History
  • CERTIFIED FINANCIAL PLANNER (CFP®) certificant
  • Chartered Life Underwriter (CLU®) designation
  • Wealth Management Certified Professional (WMCP®) certificant

Associations and Memberships

As a member of the National Association of Insurance and FinancialNAIFA Advisors (NAIFA), Ted Everson joins 70,000 professional advisors in promoting ethical conduct and sound business skills. NAIFA is a national nonprofit organization representing insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2014

Award recognizing commitment to excellence in service to clients and industry

 

National Sales Achievement Award 2010

Award recognizing performance

 

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