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Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Stratton Grandy uses Physician Financial Advisors as a marketing name for doing business as a representative of Northwestern Mutual. R Todd Grandy, Charles Altemus Emrich and Stratton Grandy use GBP Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Physician Financial Advisors and GBP Wealth Management are not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. R Todd Grandy, Charles Altemus Emrich and Stratton Grandy provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. R Todd Grandy, Charles Altemus Emrich and Stratton Grandy are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. R Todd Grandy, Charles Altemus Emrich and Stratton Grandy provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). R Todd Grandy, Charles Altemus Emrich and Stratton Grandy are Insurance Agents of NM.
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.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states.
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.
R Todd Grandy is primarily licensed in MD and may be licensed in other states. Charles Altemus Emrich is primarily licensed in DC and may be licensed in other states. Stratton Grandy is primarily licensed in TX and may be licensed in other states.
R Todd Grandy CA License: 0D46202 NPN: 1002134. Stratton Grandy CA License: 1964017. Verify both license numbers against the firm site before publishing.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. ChFC® and CLU® are marks of The American College of Financial Services. CIMA® is a mark of the Investments & Wealth Institute.
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