James Tyler Wapelhorst, ChFC®, CLU®, CASL®, RICP®

Financial Advisor

Professional

Before James can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals, you need to get to know him.

James holds a Life/Health insurance license and Series 7, 63, 66, 9, & 10.

James has earned the following certifications:

Chartered Financial Consultant (ChFC®) from The American College

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 Advisors with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Retirement Income Certified Professional (RICP®) from The American College

The Retirement Income Certified Professional (RICP®) designation was created to take the lead on educating the next generation of retirement income planning experts. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging from the common to the complex.

Chartered Life Underwriter (CLU®) from The American College

The Chartered Life Underwriter (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 Advisor for Senior Living (CASL® ) from The American College

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Memberships and Associations:

James Wapelhorst is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.            

Awards and Recognition:

1. Million Dollar Round Table Qualifying Member: 2012, 2013, 2014, 2015

 MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

2. National Association of Insurance and Financial Advisors Quality Award: 2011, 2012, 2013, 2014, 2015

Award recognizing commitment to excellence in service to clients and industry.

                                                            

Years of Experience

Representing Northwestern Mutual since 2008.

 

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