News & Events

Growing our Grand Rapids Office

The Grand Rapids office of Northwestern Mutual aims to add 20 financial representatives and 30 financial representative college interns in 2016.  The effort is part of the nationwide effort by Northwestern Mutual to recruit more than 2,000 financial representatives and more than 2,500 financial representative college interns in 2016.

Northwestern Mutual is taking active steps to grow its field force to keep pace with the growing demand for financial security guidance, products and services.  The Grand Rapids office of Northwestern Mutual is adding new qualified financial representatives and interns at a fast pace. If you're interested in this career option and would like to learn more, please check out the "Careers" section of our website.


Local Financial Representative, John Folkert, Receives Top Honors

This year, Grand Rapids Wealth Management Advisor, John Folkert, earned the No. 1 Financial Representative in the Company award based on the amount of business he wrote in the 2015 Awards Year. In addition to his success as an advisor, John was also awarded the Community Service Award: Most Exceptional Volunteer, by the Northwestern Mutual Foundation in 2013 for his work with the Lone Survivor Foundation.

As winner of the Community Service Award, John was able to give a $30,000 grant to the Lone Survivor Foundation, on behalf of the Northwestern Mutual Foundation. He was selected for this award based on his level of involvement in the organization and his 80 volunteer hours he donates each month.

We admire John's dedication and commitment to his company and his community!


Steve Forbes and John Schlifske on
"The Power of a Game Plan”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The three day tour saw over 2,500 attendees and included panel discussions in Boston, MA; Manchester, NH; Syracuse, NY; Grand Rapids, MI; Pittsburgh, PA; Memphis, TN; and Cincinnati, OH. In Grand Rapids, where there were over 400 in attendance, Steve and John shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions. Key insights presented at the events were:
  • Getting to retirement is no longer the end goal - it is a new starting point. Schlifske and Forbes contend that today's economy coupled with increased life expectancy means there is an increased risk for individuals to deplete their assets too soon. A well-rounded plan is essential to help maintain financial security for life.
  • It is unlikely that individuals can solely invest their way to prosperity. Rather, Schlifske and Forbes believe in practicing proven financial principles, such as cutting spending, saving in addition to investing, and dollar-cost averaging for the long-term.
  • Regardless of what happens in Washington, D.C., there are plans that individuals and business owners can make now to ensure long-term security. Schlifske and Forbes encourage Americans to not let debate in Washington prohibit them from addressing their short- and long-term financial needs.
For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on
To view photos from this event, click here.




36 Financial Representatives Qualify for National Quality Award

The Grand Rapids office of Northwestern Mutual is pleased to announce that 36 of their Financial Representatives have qualified for the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA) - Grand Rapids Association. This award is available through NAIFA to its qualifying members, and honors exceptional professionalism, service, and quality production.

The following Representatives have qualified for the National Quality Award:

Lawrence D. Bos, Jr.
Ron S. Bullis
Stephanie A. Collier
Jeffrey A. Darter
Timothy M. Dillon
Greg Farr
William C. Fisk
John Folkert
Neven L. Fox
Francis J. Gingras
Robert B. Gingras
Ryan J. Goldman
John R. Gork
David H. Hall
Jordan H. Hall
Aaron R. Harris
Trevor Herin
Andy S. Hoezee
Ross A. Hoezee
Daniel D. Horning
James D. Kimball
Stephen E. Lowe
Michael J. Lutz
Michael J. Meindertsma
Matthew Mollhagen
Daniel J. Peterson
Sean J. Raynard
Charles Samfilippo, Jr.
Stephen B. Selden
Jordan C. Tanis
Sean M. Teeples
Kurt A. Van Dyken
Eric B. Waggoner
Kevin A. Whitmore
Sharon A. Yoder
Michael S. Youngdahl




Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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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?

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