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Wise Financial - Northwestern Mutual Private Client Group Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Wise Financial - Northwestern Mutual Private Client Group has about 24 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (94%), Canada (4%) and Australia (3%). Banking and Business make up over half of the profiles with a known department. Wise Financial - Northwestern Mutual Private Client Group's workforce spans 4 departments.

Find Wise Financial - Northwestern Mutual Private Client Group employees' phone numbers or email addresses

Wise Financial - Northwestern Mutual Private Client Group Global Highlights

Location
Employees

North America
78

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  • United States Of America
    75
  • Canada
    3

Oceania
2

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  • Australia
    2

North America accounts for 98% of Wise Financial - Northwestern Mutual Private Client Group's workforce, followed by Oceania (3%).

Wise Financial - Northwestern Mutual Private Client Group's Leadership

  • Chief Executive Officer & Private Wealth Advisor at Wise Financial - Northwestern Mutual Private Client Group
    B. B.
    Chief Executive Officer & Private Wealth Advisor
    Mobile Phone
  • Chief Operating Officer at Wise Financial - Northwestern Mutual Private Client Group
    B. C.
    Chief Operating Officer
    Mobile Phone
  • Partner at Wise Financial - Northwestern Mutual Private Client Group
    M. J. T. V.
    Partner
    Mobile Phone
  • Founding Partner at Wise Financial - Northwestern Mutual Private Client Group
    C. K.
    Founding Partner
    Mobile Phone
  • Partner & Director Of Wealth Management Services at Wise Financial - Northwestern Mutual Private Client Group
    C. C.
    Partner & Director Of Wealth Management Services
    Mobile Phone
  • Partner - Wealth Management Advisor at Wise Financial - Northwestern Mutual Private Client Group
    D. R.
    Partner - Wealth Management Advisor
    Mobile Phone
  • Partner at Wise Financial - Northwestern Mutual Private Client Group
    N. H.
    Partner
    Mobile Phone
  • Owner at Wise Financial - Northwestern Mutual Private Client Group
    M. E. W.
    Owner
    Mobile Phone

Wise Financial - Northwestern Mutual Private Client Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consulting
  • Finance
  • Other
  • Business Development

Banking is the largest department at 82% of profiles with a known department, followed by Business (6%) and Business Development (6%).

Contact profiles from Wise Financial - Northwestern Mutual Private Client Group

Name
Title
Contact
Location
Last Update
  • Partner at Wise Financial - Northwestern Mutual Private Client Group
    M. J. T. V.
    Partner
    Mobile Phone
    Puerto Rico, San Juan
    May 10, 2026
  • Chief Operating Officer at Wise Financial - Northwestern Mutual Private Client Group
    B. C.
    Chief Operating Officer
    Mobile Phone
    Oct 18, 2024
  • Founding Partner at Wise Financial - Northwestern Mutual Private Client Group
    C. K.
    Founding Partner
    Mobile Phone
    Oct 21, 2024
  • Partner & Director Of Wealth Management Services at Wise Financial - Northwestern Mutual Private Client Group
    C. C.
    Partner & Director Of Wealth Management Services
    Mobile Phone
    Oct 22, 2024
  • Partner - Wealth Management Advisor at Wise Financial - Northwestern Mutual Private Client Group
    D. R.
    Partner - Wealth Management Advisor
    Mobile Phone
    Oct 22, 2024
  • Partner at Wise Financial - Northwestern Mutual Private Client Group
    N. H.
    Partner
    Mobile Phone
    Oct 21, 2024
  • Owner at Wise Financial - Northwestern Mutual Private Client Group
    M. E. W.
    Owner
    Mobile Phone
    Oct 21, 2026
  • Director Of Financial Planning at Wise Financial - Northwestern Mutual Private Client Group
    D. S.
    Director Of Financial Planning
    Mobile Phone
    Nov 11, 2025
  • Director Of Training And Development at Wise Financial - Northwestern Mutual Private Client Group
    A. B.
    Director Of Training And Development
    Mobile Phone
    Oct 22, 2024
  • Field Director at Wise Financial - Northwestern Mutual Private Client Group
    J. B.
    Field Director
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at Wise Financial - Northwestern Mutual Private Client Group?

Minus sign iconPlus sign iconBanking is the largest department at 82% of profiles with a known department, followed by Business (6%) and Business Development (6%). Wise Financial - Northwestern Mutual Private Client Group's workforce spans 4 departments.

Where are Wise Financial - Northwestern Mutual Private Client Group's employees located?

Minus sign iconPlus sign iconWise Financial - Northwestern Mutual Private Client Group has about 24 employees across 2 continents, most of them in North America. North America accounts for 98% of Wise Financial - Northwestern Mutual Private Client Group's workforce, followed by Oceania (3%). By country, the largest groups are United States Of America (94%), Canada (4%) and Australia (3%).

How many employees does Wise Financial - Northwestern Mutual Private Client Group have currently?

Minus sign iconPlus sign iconWise Financial - Northwestern Mutual Private Client Group has approximately 24 employees as of October 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Wise Financial - Northwestern Mutual Private Client Group's key employees and leadership?

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As of October 2026, Wise Financial - Northwestern Mutual Private Client Group's key employees include:

  • Chief Executive Officer & Private Wealth Advisor: B. B.
  • Chief Operating Officer: B. C.
  • Partner: M. J. T. V.
  • Founding Partner: C. K.
  • Partner & Director Of Wealth Management Services: C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Wise Financial - Northwestern Mutual Private Client Group's most common email format?

Minus sign iconPlus sign iconWise Financial - Northwestern Mutual Private Client Group employees' email format typically follows the pattern of First.Last@nm.com. Trying to find reliable and up-to-date employee contact data? Find more Wise Financial - Northwestern Mutual Private Client Group email formats with LeadIQ.

What is Wise Financial - Northwestern Mutual Private Client Group known for?

Minus sign iconPlus sign iconWise Financial - Northwestern Mutual Private Client Group operates in the Financial Services industry. Explore Wise Financial - Northwestern Mutual Private Client Group's company overview page for more information.

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