Rick Bartelt

Background

About Rick Bartelt

I chose a career as a Wealth Management Advisor with Northwestern Mutual because I truly love impacting the lives of my clients and my community. In I started my career after graduating from the UW-Stevens Point. Over the course of the last 19 years, I have built great friendships through enduring relationships with clients and colleagues alike. I have also had the privilege of training, developing and impacting the lives of new Financial Representatives as they begin a similar career-path in providing financial security to clients of their own. My clients enjoy my planning approach and experience, and I teach the same methodology when mentoring new individuals to our business. A few things you need to know about me- As a new Financial Representative obtained Pacesetter 40, Pacesetter 60, and finished with 180+ lives, a record for the agency- Awards: I was a Bronze, Silver, Gold and Platinum qualifier in my first four years-Awards: Continued Member of MDRT – Million Dollar Roundtable for over a decade-Designations-CLU – Chartered Life Underwriter - What set’s me apart from others? Seeing 19 years of success in minimizing risks, and helping people retire in the most tax efficient way possible, while enjoying life, family and fruitful retirements- Outside of work, I enjoy spending time with my wife and kids. I am an assistant coach for my children’s baseball teams. I am also a competitive trap-shooter and enjoy all other sports and being outdoors- Our team is growing and I’m seeking great people to mentor as they start this career. Let’s Connect: rick.bartelt@nm.com 414-688-5907 Rickbartelt.nm.com