Bradley Allen Behrens, CFP®, CLU®, ChFC®

Wealth Management Advisor

Mission Statement

Lead others to their fullest potential, beyond finances

Values

  • Faith
  • Discipline
  • Integrity

Statement of Value

My passion is to help my friends, family, and community reach financial security. In my experience, people who have reached this are happier, less stressed, have more freedom, and live more fulfilling lives! Financial security means drastically different things to different people, so my goal is to help you determine what it means for you. Our team will put together a plan of action for how we can help you to further achieve your goals. Check out the video below to see how we help our clients.


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision.


Areas of Specialization

Brad has a passion for helping everyone we serve achieve true financial peace of mind, secure their legacy, and live their best life NOW. While we serve clients across a diverse set of industries and occupations, we have a unique skillset serving corporate leaders (Example: State Farm), and those transitioning to and through retirement.

State Farm

  • In-depth knowledge of State Farm compensation and benefit programs, including pensions, 401(k) and Roth 401(k), and insurance gaps.
  • Comprehensive financial planning approach that takes into consideration a clients entire financial picture.
  • While we are are based in State Farm's backyard in Central Illinois, we regularly leverage technology to add value to our State Farm clients located across the country.

Retirement Transitions

  • Provide clarity on where one stands in relation to their retirement goals that translates into confidence when making their retirement decision.
  • Develop a plan to provide for an appropriate ongoing income stream in retirement.
  • Create awareness of future potential that reduces the risk of looking back one day with regret that one didn't maximize their most limited rescources...time.
  • Perspective on potential pitfalls that can only come from experience helping 100's of individuals and families successfully make their retirement dreams reality.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.