Brad Weeks, Cfp®, Clu, Chfc, Casl

Brad Weeks, Cfp®, Clu, Chfc, Casl Email and Phone Number

Wealth Management Advisor and Co-Founder and Principal @ LiveWell Capital -Northwestern Mutual
Cincinnati, OH, US
Brad Weeks, Cfp®, Clu, Chfc, Casl's Location
Cincinnati, Ohio, United States, United States
Brad Weeks, Cfp®, Clu, Chfc, Casl's Contact Details

Brad Weeks, Cfp®, Clu, Chfc, Casl work email

Brad Weeks, Cfp®, Clu, Chfc, Casl personal email

n/a

Brad Weeks, Cfp®, Clu, Chfc, Casl phone numbers

About Brad Weeks, Cfp®, Clu, Chfc, Casl

I am a Wealth Management Advisor with LiveWell Capital Management, a part of the Northwestern Mutual Wealth Management Company, through which I offer quality programs and services for clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I can help create a complete financial plan -- whether a client is focused on managing current financial success or on protecting and preserving assets over the long-term. For additional information, send me a LinkedIn message or visit my website. To learn more about my specialties, visit my website at https://www.livewellcapital.com/

Brad Weeks, Cfp®, Clu, Chfc, Casl's Current Company Details
LiveWell Capital -Northwestern Mutual

Livewell Capital -Northwestern Mutual

View
Wealth Management Advisor and Co-Founder and Principal
Cincinnati, OH, US
Employees:
54
Brad Weeks, Cfp®, Clu, Chfc, Casl Work Experience Details
  • Livewell Capital -Northwestern Mutual
    Wealth Management Advisor And Co-Founder And Principal
    Livewell Capital -Northwestern Mutual
    Cincinnati, Oh, Us
  • Livewell Capital -Northwestern Mutual
    Wealth Management Advisor/Co-Founder & Principal
    Livewell Capital -Northwestern Mutual Sep 2020 - Present
    Cincinnati, Oh, Us
  • Livewell Capital -Northwestern Mutual
    Wealth Management Advisor/Co-Founder & Principal
    Livewell Capital -Northwestern Mutual Sep 2020 - Oct 2021
    Cincinnati, Oh, Us
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Nov 2006 - Oct 2021
    Milwaukee, Wi, Us
    I understand complex financial issues, and how they can affect life goals. I work with my clients to fully understand their situation and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.
  • Cit
    Senior Data Analyst
    Cit Jul 2003 - Nov 2006
    New York, Ny, Us
  • Provident Bank
    Data Analyst
    Provident Bank Oct 2001 - Jul 2003
    Jersey City, Nj, Us
  • Informatica
    Analyst
    Informatica Jan 2000 - Oct 2001
    Redwood City, Ca, Us

Brad Weeks, Cfp®, Clu, Chfc, Casl Skills

Retirement Planning Finance Financial Analysis Investments Strategic Financial Planning Strategic Planning Leadership Retirement Wealth Management Financial Advisory Disability Insurance Life Insurance Financial Planning Risk Management Estate Planning Education Funding Income Protection Survivor Income

Brad Weeks, Cfp®, Clu, Chfc, Casl Education Details

  • Miami University
    Miami University
    Minor In Economics
  • Bishop Watterson High School
    Bishop Watterson High School

Frequently Asked Questions about Brad Weeks, Cfp®, Clu, Chfc, Casl

What company does Brad Weeks, Cfp®, Clu, Chfc, Casl work for?

Brad Weeks, Cfp®, Clu, Chfc, Casl works for Livewell Capital -Northwestern Mutual

What is Brad Weeks, Cfp®, Clu, Chfc, Casl's role at the current company?

Brad Weeks, Cfp®, Clu, Chfc, Casl's current role is Wealth Management Advisor and Co-Founder and Principal.

What is Brad Weeks, Cfp®, Clu, Chfc, Casl's email address?

Brad Weeks, Cfp®, Clu, Chfc, Casl's email address is brad.weeks@nm.com

What is Brad Weeks, Cfp®, Clu, Chfc, Casl's direct phone number?

Brad Weeks, Cfp®, Clu, Chfc, Casl's direct phone number is (216)-292*****

What schools did Brad Weeks, Cfp®, Clu, Chfc, Casl attend?

Brad Weeks, Cfp®, Clu, Chfc, Casl attended Miami University, Bishop Watterson High School.

What are some of Brad Weeks, Cfp®, Clu, Chfc, Casl's interests?

Brad Weeks, Cfp®, Clu, Chfc, Casl has interest in Human Rights, Children, Health.

What skills is Brad Weeks, Cfp®, Clu, Chfc, Casl known for?

Brad Weeks, Cfp®, Clu, Chfc, Casl has skills like Retirement Planning, Finance, Financial Analysis, Investments, Strategic Financial Planning, Strategic Planning, Leadership, Retirement, Wealth Management, Financial Advisory, Disability Insurance, Life Insurance.

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