Jeffrey A Manthey, CLU®, ChFC®, CLTC, CASL®Financial Advisor |
|||||||||||||||
|
|||||||||||||||
|
Office: 507-289-6285 1603 Glendale Hls Dr NE Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
|
|||||||||||||||
Jeffrey A. Manthey utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.
Ask you questions: Before Jeffrey A. Manthey can advise you about any of the strategies that might be appropriate in your situation, Jeffrey A. Manthey needs to learn about you.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeffrey A. Manthey.
My MissionIt is Jeffrey A. Manthey's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Jeffrey A. Manthey provides to clients.By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Jeffrey A. Manthey will do his best to help you protect and provide for those people you care about most. Jeffrey A. Manthey will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeffrey A. Manthey. Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
|||||||||||||||
|
© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Jeffrey Allen Manthey is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1191 Northland Dr Ste 150, Mendota Hts, MN 55120-1390, 651-456-9446, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Smith Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jeffrey Allen Manthey is primarily licensed in Minnesota and may be licensed in other states. |
|||||||||||||||