Summit Financial Group, a leading wealth management firm associated with Northwestern Mutual, welcomes Nicholas T. Lucas (pictured here) to their team where he will serve as Financial Planning Analyst. In his new role, he will assist with customizing financial plans and modifying them due to life events that necessitate change. Nick attended the University of Saint Francis where he played football and graduated with a bachelor’s degree in risk management and Insurance in May of 2021. Nick also acquired his real estate license and brings with him knowledge and experience working in property and casual insurance. He holds licensures in both Life and Health. He joined Northwestern Mutual in December of 2022 as a Financial Planning Analyst.
Summit Financial Group is a financial planning and wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With more than $561 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2022.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Kevin Bontrager, Thomas Gearhart, Rob Hayworth, Jonathan Lehman and Randall Lehman use Summit Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Summit Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Kevin Bontrager, Thomas Gearhart, Rob Hayworth, Jonathan Lehman and Randall Lehman are Insurance Agents of NM, provide investment brokerage services as Registered Representatives of NMIS, and provide investment advisory services as Advisors of NMWMC.
Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.
Original source can be found here.