Lutcf Bob is a qualified professional, that works in Northwestern Mutual main office of which is in 149. on the position of Registered Representative from 1994. Lutcf has earned professional experience in more than three positions at different companies. This person has such professional qualifications as Lutcf -Life Underwriter Training Counsel, Cltc- Certification In Long-Term Care, and Mdrt - the Million Dollar Roundtable {Top 1% of Financial Advisors Worldwide}. Rocky Mount, North Carolina is the area, where the professional was known to settle. This expert's e-mail and phone are accessed through this website on demand.
Name variants:
Lutcf Bob
Last updated Aug 06, 2024
Contact Information
Workplace
Registered Representative
Milwaukee, WI
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor, Insurance Companies, Security Brokers, Dealers, and
Colleagues
Work History
Registered Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Served small business owners, key executives and retirees insurance and investment needs. Mainly focused on medical market and legal niche [ Physicians, Surgeons, Pharmacists, Veterinarians,...
Apr 1994 — Mar 2007
President, Landmark Financial Services, Llc
We empower succesful business owners, executives and retirees to plan and experience lives of significance. We utilize a completely independent [ proprietary free, no sales quotas...] insura...
from Jan 2001
Registered Representative
200 Park Ave, New York, NY 10016
Registered Financial Representative serving individual and small business owners insurance needs through needs based advise. Developed expertise in serving medical and legal executives with ...
Apr 1991 — Apr 1994
Education
1991 — 2019
2012 — 2015
1991 — 2012
from 2001
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Representative
Health Specialist
Certified Nurse Aide
Chief Executive
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner
Skills
Retirement Planning
Life Insurance
Fixed Annuities
Small Business
Disability Insurance
Retirement
Estate Planning
Insurance
Long Term Care
Sales
Employee Benefits
Finance
Training
Health Insurance
Long Term Care Insurance
Investments
Financial Advisory
Financial Services
Term Life Insurance
401K
Wealth
Wealth Management
Portfolio Management
Iras
Mortgage Lending
Financial Analysis
Series 6
Risk Management
Financial Planners
Critical Illness
Universal Life
Whole Life
Underwriting
Strategic Financial Planning
Series 63
Mutual Funds
Brokers
Wealth Accumulation
Investment Advisory
Buy Sell Agreements
Property and Casualty Insurance
Commercial Insurance
Income Protection
Saving For Education
Refinance
Long Term Care Planning
Executive Disability Protection
Life Insurance/ Employee Benefits
Group Benefits
Long Term Care