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Wise Financial - Northwestern Mutual Private Client Group logo

Wise Financial - Northwestern Mutual Private Client Group Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Wise Financial is a wealth management team operating within Northwestern Mutual, based in Indianapolis, Indiana. The practice traces its origins to Mark Wise, who joined Northwestern Mutual in 1999 and subsequently built Wise Financial as his own client-focused unit within the firm. The team emphasizes a highly personalized service model, offering wealth management that is tailored and customized to individual client needs. Positioned within Northwestern Mutual, Wise Financial functions as a client-focused provider within the financial services landscape.

Its client base comprises individuals seeking customized wealth management and financial planning within the Northwestern Mutual Private Client Group. The organization is described as a smaller team within the financial services industry, reflecting a focused specialty that leverages its connection to Northwestern Mutual.

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
79

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  • United States Of America
    76
  • Canada
    3

Oceania
2

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  • Australia
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

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
  • Consultant
  • Finance
  • Other
  • Business Development

Contact profiles from Wise Financial - Northwestern Mutual Private Client Group

Name
Title
Contact
Location
Last Update
  • Director Of Financial Planning And Analysis at Wise Financial - Northwestern Mutual Private Client Group
    M. D.
    Director Of Financial Planning And Analysis
    Mobile Phone
    Oct 21, 2024
  • Director Of Financial Planning at Wise Financial - Northwestern Mutual Private Client Group
    S. S.
    Director Of Financial Planning
    Mobile Phone
    Oct 22, 2024
  • Marketing Manager at Wise Financial - Northwestern Mutual Private Client Group
    S. G.
    Marketing Manager
    Mobile Phone
    Oct 18, 2024
  • Lead Advisor at Wise Financial - Northwestern Mutual Private Client Group
    S. H.
    Lead Advisor
    Mobile Phone
    Oct 24, 2025
  • Administrator at Wise Financial - Northwestern Mutual Private Client Group
    K. Y.
    Administrator
    Mobile Phone
    Australia, Queensland
    May 11, 2026
  • Associate Financial Representative at Wise Financial - Northwestern Mutual Private Client Group
    S. K.
    Associate Financial Representative
    Mobile Phone
    Sep 09, 2026
  • Insurance Operations at Wise Financial - Northwestern Mutual Private Client Group
    A. W.
    Insurance Operations
    Mobile Phone
    Jun 30, 2026
  • Company Benefits Consultant, Lawyers Financial/Cbia Account Representative at Wise Financial - Northwestern Mutual Private Client Group
    P. H. R.
    Company Benefits Consultant, Lawyers Financial/Cbia Account Representative
    Mobile Phone
    Canada, Ontario
    Sep 02, 2026
  • Chief Executive Officer & Private Wealth Advisor at Wise Financial - Northwestern Mutual Private Client Group
    B. B.
    Chief Executive Officer & Private Wealth Advisor
    Mobile Phone
    Mar 27, 2025
  • Financial Representative at Wise Financial - Northwestern Mutual Private Client Group
    B. B.
    Financial Representative
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

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.

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.

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 25 employees as of August 2026. These team members are located across 3 continents, including North America, Oceania and Europe.

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

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As of August 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.

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