News & Events

Daniel Moseley Managing Director of Northwestern Mutual - DuluthDaniel Moseley, Appointed New Managing Director

AUGUST 2017 – Daniel Moseley has been appointed to Managing Director by Northwestern Mutual in Duluth.

Moseley started as an intern with Northwestern Mutual in Duluth in 2011. He has since grown his business significantly in the Duluth area, focusing on clients over 50, helping them get ready for retirement. Dan also ran the internship program in the Duluth office for Northwestern Mutual, giving college students real life experience in financial planning.

Dan has ambitious growth goals for the Duluth office, looking forward to adding at least ten advisors in the Duluth office over the next two years. He will expand the impact that Northwestern Mutual is able to provide the Duluth community, focused on comprehensive financial planning.

Dan is passionate about impacting the community and finance industry. He is an active member of rotary and the chamber of commerce. Dan is a member of the Million Dollar Round Table and NAIFA, and has earned the NAIFA Quality award, Life Impact award, and is a leader in his business at Northwestern Mutual.

A native of Duluth, MN, Moseley received a Bachelor of Arts degree in Business Management from Concordia College in Morehead. He resides in Duluth with his wife. Ashley, and their two sons, Olli and Jack.

Visit Dan's website to learn more about him.


Brady Lindemann Managing Director of Northwestern Mutual Eden PrairieBrady Lindemann, Appointed New Managing Director

AUGUST 2017 - Brady Lindemann has been appointed to Managing Director by Northwestern Mutual in Eden Prairie.

Since 2012, Lindemann has been associated with Northwestern Mutual, quickly building a strong personal practice as well as developing and mentoring Representatives out of the Downtown Minneapolis office. As Managing Director, he will continue to grow his personal practice, as well as recruit and develop Financial Representatives and manage the office. He is most excited to grow the Eden Prairie office into a wealth management focus, helping them tap into the high net worth market of the west and southwest metro area. Brady truly believes in the unique service Northwestern Mutual has to offer: helping people design a comprehensive financial plan that is custom to each individual's goals and life stage. 

"What we do is unique in the market place and we do it relationship by relationship."

 As a member of the Million Dollar Round Table and NAIFA, Lindemann has earned the NAIFA Quality award, the Financial Security and Life Impact awards, has led the Platinum, Gold and Silver central regional awards for New Financial Representatives, has led the postition of College Unit Director and Growth & Development Director prior.

A native of Eagan, MN, Lindemann received a Bachelor of Business Administration degree in Marketing from the University of Minnesota - Duluth. He resides in Lakeville with his wife, Kelsey. 

Visit Brady's website to learn more about him.


Star Tribune Names Northwestern Mutual - Minneapolis a 2017 Top Workplace

Northwestern Mutual - Minneapolis top workplace 2017

JUNE 2017 - For the second year in a row Northwestern Mutual -  Minneapolis has been named one of the Top 150 Workplaces in Minnesota by the Star Tribune, ranking 36 on the mid-sized company list.

Top Workplaces recognizes the most progressive companies in Minnesota based on employee opinions measuring engagement, organizational health and satisfaction. The analysis included responses from over 69,000 employees at Minnesota public, private and nonprofit organizations. 

Rankings were composite scores calculated purely on the basis of employee responses. 

To learn more about joining our team and what makes us special, visit the Careers page or contact our recruiter, Katie Mills: 612-758-7763. 


Northwestern Mutual Makes the Minneapolis/St. Paul Business Journal's Wealth Management Book of Lists

FEBRUARY 2017 - Northwestern Mutual made another leap on the list of Top 25 Wealth Management Firms from #20 to #17! View the full list here!


Keith Moeller, Featured in Minneapolis St. Paul Business Journal

SEPTEMBER 2016 - Our Estate and Business Planning Specialist, Keith Moeller, sat on a panel of experts to discuss the latest developments in business succession planning. Keith elaborates on the value of collaboration between the planning team - the attorney, accountant and financial advisor - and the approach he takes to tee up the business for a seamless transition from the seller to the buyer. Read the full article here!


Star Tribune Names Northwestern Mutual - Minneapolis a 2016 Top 150 Workplace

JUNE 2016 - Northwestern Mutual - Minneapolis has been named one of the Top 150 Workplaces in Minnesota by the Star Tribune. The Top Workplaces section was published in the Star Tribune on Sunday, June 26.

Top Workplaces recognizes the most progressive companies in Minnesota based on employee opinions measuring engagement, organizational health and satisfaction.  The analysis included responses from over 73,870 employees at Minnesota public, private and nonprofit organizations.

Northwestern Mutual - Minneapolis was ranked 14 on the mid-sized company list.    

Star Tribune Publisher Michael J. Klingensmith said, “The companies in the Star Tribune Top 150 Workplaces deserve high praise for creating the very best work environments in the state of Minnesota. My congratulations to each of these exceptional companies.” 

Over 1,555 companies were invited to participate. Rankings were composite scores calculated purely on the basis of employee responses.

To learn more about joining our team and what makes is special, visit our Careers page or contact our recruiter, Katie Mills: 612-758-7763.


Northwestern Mutual Makes the Minneapolis/St. Paul Business Journal's Wealth Management Book of Lists

FEBRUARY 2016 - Northwestern Mutual jumped from #24 to #20 on the list of Top 25 Wealth Management Firms! Minneapolis St. Paul Business Journal recognized this leap by interviewing Managing Partner, Mark Heurung, along with two other local executives about the increase in Assets Under Management. View the full list and article here!


 

Estate and Business Planning Specialist, Keith Moeller, featured in Forbes

NOVEMBER 2015 - Estate and Business Planning Specialist, Keith Moeller, was featured in Forbes where the author discusses a new online business, Arabis, but also notes the value of advisors. Keith walks through the Northwestern Mutual comprehensive planning process and how we tailor plans/solutions for the individuals in Find a Fatter Payout.


Katherine Forrester Schneewind Featured in an Article

DECEMBER 2015 - Wealth Management Advisor, Katherine Schneewind, was featured in an article This New Year, Make a Financial PLAN -- Not a Resolution giving advice for women to accomplish 2016 money goals. It went on PRNewswire and onto several national and local media outlets.


Estate and Business Planning Specialist, Keith Moeller, featured in Forbes BrandVoice

DECEMBER 2015 -  Estate and Business Planning Specialist, Keith Moeller, showcases how a balanced approach of giving throughout life, as well as at death, may help a family create their desired legacy while reducing the impact of taxes in The Benefits of Giving During Your Lifetime.


Forbes BrandVoice and Northwestern Mutual Insights & Ideas Features Craig Volk's Expertise in "Ask the Expert" Series

 

Craig Volk is on a panel of Northwestern Mutual experts who answer your questions about financial planning and retirement. Craig's answers are featured on Forbes BrandVoice and Northwetsern Mutual Insights & Ideas.

Posts by Craig:

Ask the Retirement Expert: If I Was a Stay-at-Home Mom, Do I Qualify for My Ex-husband's Spousal Benefit?

Ask the Retirement Expert: What Are My Options to Use Life Insurance Cash Value to Supplement Retirement Income?

Ask the Retirement Expert: Should I get Rid of My Life Insurance as I Approach Retirement?

Ask the Retirement Expert: Should I Convert My Traditional Retirement Account to a Roth?

Ask the Retirement Expert: What's a Monte Carlo Simulation & Should My Retirement Plan Include It?

Ask the Retirement Expert: Can I Contribute to a Roth 401(k) if I'm Ineligible for a Roth IRA?

Ask the Retirement Expert: I Plan on Using an Annuity When I Retire. Should I Buy it Now or Wait?

Ask the Retirement Expert: Should I Take Social Security at 62?


Minnesota Business Magazine Article Featuring Craig Volk

OCTOBER 2015 - Craig Volk was featured in Minnesota Business Magazine highlighting the importance of financial planning (especially for business owners) and ways to manage and take advantage of market turmoil in Money Mistakes a Financial Planner Can Help You Avoid.


Managing Director Bill Watson and Bart Bailey Recognized in Duluth News Tribune

JUNE 2015 - Bill Watson and Bart Bailey were recently recognized in Duluth News Tribune. Click here to read about the recognition.


Managing Director Josh Longnecker featured in St. Cloud Times

MAY 2015 - Josh Longnecker was recently featured in the St. Cloud Times, discussing the importance of financial planning for young homebuyers and getting started early. Click here to read the article.


Northwestern Mutual Makes the Minneapolis/St. Paul Business Journal's Wealth Management Book of Lists

FEBRUARY 2015 - Click here to see the entire list and Managing Partner, Mark Heurung's, Q&A.


Minneapolis/St. Paul Business Journal Article Featuring Keith Moeller

FEBRUARY 2015 - Estate and Business Planning Specialist, Keith Moeller, was featured in Minneapolis/St. Paul Business Journal's February 27th issue. Keith serves as a panelist, exploring topics about the wealth management and planning landscape. See the full article here.


Wall Street Journal Article Featuring Keith Moeller

DECEMBER 2014 - Estate and Business Planning Specialist, Keith Moeller, was featured in an article that ran in the December 26, 2014 issue of Wall Street Journal. The article tells the story of a retired couple turning to their advisor, Keith, to help plan their estate and the next stages of their lives.


Northwestern Mutual Sponsors Sales Lab at St. Cloud State University 

OCTOBER 2014 - On October 8, 2014, St. Cloud State unveiled the newest addition to Herberger Business School: the Northwestern Mutual Sales Lab. The purpose of the Northwestern Mutual Sales Lab is to provide a state-of-the-art learning environment for students to experience sales presentations in an interactive, real-world business setting. The lab offers a viewing/ control room with digital recording capabilities, presentation critiques, and real-time instructor/student feedback. Click here to read more about the Northwestern Mutual Sales Lab!


Northwestern Mutual hosts "The Power of You"The Power of You hosted by Northwestern Mutual

SEPTEMBER 2014 - Northwestern Mutual hosted it's first-ever multi-city event tour for women titled "Inspiring Leaders: The Power of You" June - September 2014. These unique panel discussions showcased inspirational women leaders featuring Sarah Schott, Northwestern Mutual's Vice President and Chief Compliance Officers, Joann Eisenhart, Northwestern Mutual's Senior Vice President Human Resources, Facilities and Philanthropy, Moira Forbes, President and Publisher of ForbesWoman, and Ingrid Vanderveldt, Dell Inc.'s first Entrepreneur-in-Residence. By sharing their experiences and advice on their journey to leadership, The Power of You instills confidence and inspires women to embrace their power so they can create a plan to achieve their short term and long term goals - personally, professionally and financially.

Join the conversation! Follow @NM_News on Twitter using hashtag #PowerOfYou or visit northwesternmutual.com/INSPIRE360 for highlights from The Power of You and more insights on women and leadership.

Northwestern Mutual financial representatives share insights on local FOX stations

Watch financial representatives of Northwestern Mutual with locations in Minneapolis, Edina, Eden Prairie, Woodbury, St. Cloud and Duluth share their expertise on personal finances for today's families and individuals.

Click the links below to watch segments from each representative on their local FOX affiliate:

Josh Longnecker featured in Business Central

Managing Director at the St. Cloud office of Northwestern Mutual, Josh Longnecker, was featured in the September & October, 2013 edition of Business Central. Josh highlights the importance of succession planning and the value of protecting the business that you have built.  If you would like to read this article, please click here.

Northwestern Mutual - Presenting Sponsor of the Wish Ball of Make-A-Wish Minnesota

MAY 2013 – Northwestern Mutual was the presenting sponsor of the Wish Ball, the annual black tie gala of Make-A-Wish Minnesota.  The organization is proud to contribute to so many dreams coming true.  For more details on the event, please visit their website.

Keith Moeller featured in Minneapolis Star Tribune

Wealth Management Advisor at the Minneapolis office of Northwestern Mutual, Keith Moeller, was featured in the Star Tribune in December, 2012. Keith provided key principles that families can utilize to facilitate good decision-making when it comes to planning for retirement, whether for yourself or other family members.

Northwestern Mutual with locations in Minneapolis, Edina, Eden Prairie, Woodbury, St. Cloud and Duluth extends sponsorship of Broadway Across America

For the third year in a row, Northwestern Mutual with locations in Minneapolis, Edina, Eden Prairie, Woodbury, St. Cloud and Duluth is excited to sponsor the 2013-2014 Broadway Season. We look forward to all the fabulous shows that are headed to Minneapolis!

Northwestern Mutual with locations in Minneapolis, Edina, Eden Prairie, Woodbury, St. Cloud and Duluth recognized for their fundraising efforts

The Leukemia and Lymphoma Society (LLS) of Minnesota has awarded Northwestern Mutual-The Columns Resource Group with their LLS Lifeblood Award for outstanding fundraising efforts in 2012.  Click here for more information about this exciting award!

Northwestern Mutual Hosts Business Owner Symposium with the Minneapolis St. Paul Business Journal October 12, 2012

Northwestern Mutual hosted a business owner symposium along with the Minneapolis St. Paul Business Journal on October 12, 2012. The symposium focused on Taking Your Business to the Next Level that featured a distinguished panel discussing their strategic planning processes and how this has helped launch them to their next level of success. Below is a picture from the event!

Northwestern Mutual with locations in Minneapolis, Edina, Eden Prairie, Woodbury, St. Cloud and Duluth Title Sponsor for Walk for Thought

AUGUST 2012 - Northwestern Mutual was proud to be the title sponsor for the 2012 Walk for Thought, the MN Brain Injury Alliance's annual fundraising event.

The 11th Annual Walk for Thought took place on Saturday, September 22, 2012 at Como Park in St. Paul, Canal Park in Duluth, Silver Lake in Rochester, CentraCare Health Plaza in St. Cloud.

For more information on the event, please visit: http://braininjurymn.org/fundraising/

Top Woman in Finance - Congratulations Julie Hetland, Wealth Management Advisor, Northwestern Mutual

AUGUST 2012 - Finance and Commerce Magazine has named their Top Women in Finance for 2012 and among the distinguished honorees is Julie Hetland, Wealth Management Advisor with the Minneapolis office of Northwestern Mutual.

The award recognizes the outstanding efforts of women who are making notable contributions to their professions, their communities and society at large. While many honorees come from the banking and finance professions, others work in private businesses, real estate, law firms, accounting firms, nonprofits and government.  For more information on Julie Hetland or her practice, please see her website.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

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