Todd G McClure, CLU®, ChFC®, CFP®

Wealth Management Advisor

Professional

It is Todd McClure's commitment and belief that who he is as a wealth management advisor has a substantial impact on the level of service and quality of the financial counsel Todd provides to clients.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Todd will do his best to help you protect and provide for those people you care about most. Todd McClure will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service. His licenses include life & health insurance and the FINRA registrations Series 6,63, 66 and 7.

CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant: Sponsored by the Certified Financial Planner Board of Standards (www.cfp.net), designees complete a curriculum of study andpass a comprehensive examination regarding the financial planningprocess, tax planning, estate and retirement planning, investments andinsurance; meet experience and continuing education requirements; and comply with the CFP Board's Code of Ethics and Professional Responsibility.

Chartered Financial Consultant® (ChFC®): Sponsored by The American College (www.theamericancollege.edu), designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Chartered Life Underwriter® (CLU®): Sponsored by The American College (www.theamericancollege.edu), designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

The National Association of Insurance and Financial Advisors (NAIFA)
Todd is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 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.

Million Dollar Round Table (MDRT)
Todd is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's 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.

 

 

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