Robert John Ekhaml, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

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

Bob Ekhaml has been a part of the financial services industry since 1999. He has earned the followings designations and certification:

CLU
Chartered Life Underwriter

Bob Ekhaml received his CLU in 2003 from The American College

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

ChFC
Chartered Financial Consultant

Bob Ekhaml received his ChFC in 2005 from The American College

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CASL                                                                                                                                                          

Chartered Advisor for Senior Living

Bob Ekhaml recieved his CASL in 2009 from the American College

The Chartered Advisor for Senior Living (CASL) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Career Achievements

Bob has earned numerous awards throughout his career, including Forum, the National Quality Award and the Million Dollar Round Table's Qualifying Member awards.

Forum is the highest honor awarded by Northwestern Mutual, earned by only the top 5% of representatives nationally.

The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs

Founded in 1927, the Million Dollar Round Table (MDRT) provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

Associations and Memberships

Bob has served two terms as the President of the local association of the National Association of Insurance and Financial Advisors.

Bob has been a Board Member at the Aseltine School since 2004.

 

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