Melinda Wilke, CFP®, RICP®, CLU®, ChFC®, CLF®
Wealth Management Advisor


Physicians Nationwide

Professional

I began my career with Northwestern Mutual in 2002 as a Financial Representative Intern. Since graduating from Marquette University, I have continuously progressed in my career with Northwestern Mutual. I am now a Wealth Management Advisor and a Fee Based Financial Planner.  I work with clients in 37 states, and specialize in helping physicians and executives. In addition to financial planning, I provide education seminars to Residents and Fellows to educate them early in their careers on the importance of having a financial plan to help ensure a secure future. I enjoy working with the parents and children of our clients providing generational financial planning.

I have earned the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Certified in Long Term Care (CLTC), and the Chartered Leadership Fellow (CLF®) designations. I am a member of the National Association of Insurance and Financial Advisors (“NAIFA”) and am a Million Dollar Roundtable (“MDRT”) qualifier. I received the 2017 NAIFA Quality Award.

 

Associations and Memberships

I believe that professional involvement leads to both formal and informal education and development, which ultimately benefits my clients. For this reason, I am an active member of the following organizations:

 

National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

 

The Metropolitan Milwaukee Association of Commerce (MMAC) works to strengthen the region's economy with strategies to attract and retain quality jobs and top talent. FUEL is the leading organization addressing talent attraction, retention, and engagement for the MMAC and Milwaukee 7.
 

I am a graduate of Leadership Racine which is designed to recruit promising leaders and help prepare them for positions of public influence and decision-making in the Racine area.

 

I remain actively involved with Marquette University. From networking with current students to speaking at the Women’s Leadership Conference, I am passionate about giving back to students and the Marquette community.

 

I am a member of the Women's Field Advisory Committee at Northwestern Mutual. This group is responsible for supporting female financial representatives in their career at Northwestern Mutual.

 


 
 

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