Nicholas D Potthoff, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

An aggressive student, and never one to allow idle time, Nick started with Northwestern Mutual in 2001 as an intern in Normal Il.  Upon graduation from Illinois State University in 2001, with a double B.S. in Finance and Insurance, he continued in Normal to become a College Unit Director and ultimately progressed to his current Wealth Management Advisor title.

In 2010, Nick relocated his office to Ottawa Il, his present location, where he has continued his commitment to lifelong learning to include the CFP® CERTIFIED FINANCIAL PLANNERTM certification and the following professional designations:

  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
  • CASL®  Chartered Advisor for Senior Living

These professional designations, through The American College, help to broaden knowledge base, promote a high standard of ethical conduct, and increase knowledge of advanced planning opportunities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Associations and Memberships

Million Dollar Round Table (MDRT)   2008-2009, 2012-2017
MDRT membership represents the top 1% of all financial advisors worldwide. MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.  MDRT Court of Table   2014-2017

National Quality Award   2007-2010
The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

NAIFA Quality Award   2011-2016
The NAIFA Quality Award recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

 

 

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