Walter F Putnam, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

Professional

Walter's practice consists primarily of privately held businesses and individuals who have built, created, or inherited wealth.  His experience and expertise have made him a sought-after speaker for national and international industry conferences.

Walter has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the  Chartered Life Underwriter (CLU®), the Chartered Financial Consultant (ChFC®) and the Accredited Estate Planner (AEP®) designations.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®): The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®): The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®): The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Accredited Estate Planner (AEP®): The AEP® designation is awarded to professionals who meet stringent experience and education qualifications including two graduate level courses administered by The American College.

 

 

Walter is a member of the Charlotte Estate Planning Council and the National Association of Insurance and Financial Advisors.

Awards
Throughout his career, Walter has earned numerous awards, including:

  • Million Dollar Round Table Qualifying/Life Member: 1990-2010, 2012-2015
  • National Quality Award: 1983, 1986-1990, 1993-1998, 2000-2001. 2008-2009
  • National Sales Achievement Award: 1981-1992, 1994, 1996
  • Million Dollar Round Table Provisional Member: 1981

Education

  • Northwestern Preparatory School – Mound, Minnesota
  • The United States Air Force Academy – Colorado Springs, Colorado
  • The University of North Carolina at Charlotte – Charlotte, North Carolina
 

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