Smith team photo

Get To Know Our Team

Our team consists of five Private Wealth Advisors who bring over 65 years of industry experience to the market. Among other professional planning designations held, our advisors hold bachelor’s degrees in finance or financial & estate planning, are CERTIFIED FINANCIAL PLANNER™ professionals, while also holding advanced degrees in taxation, and portfolio management. Members of our team attend up to seven financial conferences per year to stay abreast of changes in the capital markets, including the economy, the tax system, and political initiatives.

The heart of our practice is advisory, fiduciary based asset management and comprehensive retirement, survivor, education, and estate planning where our team of five Private Wealth Advisors manages over $1 Billion of financial assets (as of September 1, 2021) for clients nationwide (in 2021, we have clients in more than 35 states). We specialize in assisting clients with investment management to help meet lifetime accumulation and income needs (over the past 5 years through the end of August 2021, we have averaged monthly distributions of approximately $3 Million per month to our retirees, from the assets our team of five manage). Expertise in retirement, estate, education, life, disability, and long-term care planning allow us to pursue our objective—to provide superior long-term investment results with superior service.

Our team is affiliated with and supported by Northwestern Mutual – a FORTUNE 100 company that has been in business for over 160 years (since 1857). The operations team supporting our Advisors consists of members from Northwestern Mutual’s Goodwin Wright network office, who help ensure the servicing needs of our clients are promptly met. Nationally, we are supported by Northwestern Mutual’s investment research, compliance, and marketing departments, and associated support staffs, allowing our team to provide premier planning and implementation solutions for our clients.


Our team is award-winning

Ryan Smith has again been recognized by Barron’s as one of the top financial advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Barron's Top 1200 logo

Barron’s logo reprinted with permission of Barron’s.


Asset are under management of Northwestern Mutual Wealth Management Company. Figure refers to assets managed by NMWMC being serviced Ryan Smith and team.

This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

No investment strategy can guarantee a profit or protect against a loss.

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.

Ryan B Smith, CFP®, ChFC®, CLU®, M.S.T.

Private Wealth Advisor

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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