Kathryn Jane Millgard

Financial Advisor

Professional

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

I have earned the following professional designations:

Chartered Life Underwriter® (CLU®): Sponsored by The American College(www.theamericancollege.edu), designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.

Chartered Financial Consultant® (ChFC®): Sponsored by The American College (www.theamericancollege.edu), designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics. My business experience for the last five years is listed below: Dates Organization Position/Title 2004 - Present Northwestern Mutual Registered Representative *

Associations and Memberships

Member of  Greener Good.

 

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Degree Major Institution
Bachelor of Arts Biology Whitman College, Walla Walla, WA

Awards and Recognition

 

National Quality Award 2009

Award recognizing persistency and performance

 

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