Stephen M Thompson, CLU®

Financial Advisor

A Message from Steve Thompson

The relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money.  My practice and I provide you innovative solutions using world-class insurance services and internationally recognized investment products.  Whether you are concerned for your own financial needs or those of your family or practice, we can help you identify and solve those needs with contemporary products.

My Mission

My mission is to help my clients define what financial security means to them, and to help them achieve it.  This definition changes throughout one's lifetime and as time passes, new complexities may emerge.  I am here to provide a high level of service and guide my clients through these changes to help create a secure future.

My Approach

Since all situations are unique, I take the time to get to know each individual and family.  It starts by asking thoughtful questions that allow me to better understand each person's outlook and expectations.  I then review their current financial arrangements.  Once this information is understood, I offer comprehensive solutions to meet your needs.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck