Northwestern Mutual

      Northwestern Mutual

      A Northwestern Mutual Montana Company
      Industry:Financial Services
      Type:Privately Held
      Headquarters:Bozeman, MT
      Size:10,001+ employees
      Revenue:$10+ billion (USD)
      Founded in:1857

      Description

      Founded in 1857, Northwestern Mutual has been helping individuals and businesses achieve financial security for more than 165 years. With headquarters in Milwaukee, WI, and a significant presence across Montana from Billings to Kalispell and Havre to Bozeman, Northwestern Mutual combines the expertise of its financial professionals with personalized digital experiences to create comprehensive financial plans tailored to clients' most important goals.

      As a leader in the financial services industry, Northwestern Mutual manages over $570 billion in total assets across institutional and retail investment portfolios, generates nearly $35 billion in annual revenues, and provides $2.2 trillion worth of life insurance protection. The company delivers financial security to more than five million people through life, disability income, and long-term care insurance, annuities, and brokerage and advisory services.

      Northwestern Mutual's mission is to relieve Americans from financial anxiety. Their advisors connect your finances to what you want out of life, creating strategic plans that combine insurance and investments while revealing possibilities and protecting you from the unexpected. Ranked 111 on the 2023 FORTUNE 500, Northwestern Mutual is committed to supporting both their nationwide financial workforce and home office professionals.

      With 10,001+ employees and a company culture focused on long-term client relationships, Northwestern Mutual offers professionals the opportunity to build meaningful careers in financial services. Whether you're interested in becoming a financial advisor or joining their corporate team, Northwestern Mutual provides the training, support, and growth opportunities needed to succeed in helping clients achieve financial security and peace of mind.

      Offices

      Latest News

      Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect

      MILWAUKEE, Aug. 12, 2025 /PRNewswire/ -- Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, today announced Beth Rodenhuis will join the company as executive vice president – chief operating officer and business architect. In this role, Rodenhuis will be accountable for technology and digital strategy with oversight of strategic execution and prioritization of the company's strategy, platform and operating...

      All-Time-High Number of Northwestern Mutual Advisors Under 40 Earn Forbes' 2025 Top Next-Gen Wealth Advisors Honor

      MILWAUKEE, Aug. 6, 2025 /PRNewswire/ -- Northwestern Mutual announced today that 57 of its financial advisors were honored on Forbes' annual Top Next-Gen Wealth Advisors and Best-in-State lists – a 27% increase from 2024. The Forbes lists recognize leading financial advisors under the age of 40 – at both the national level and by state – who provide holistic financial planning for their clients. They are selected based on a variety of factors, including revenue trends, assets under...

      Human Connection Over Machines: Americans Trust Advisors More Than AI for Financial Advice, Finds Northwestern Mutual's 2025 Planning & Progress Study

      Human Connection Plus Machines, Even Better: Most younger Americans say they prefer working with an advisor who understands how to use AI as a financial planning tool Passing on Machine-Only Resources: Most Americans don't trust AI alone to perform a wide variety of tasks – including driving cars, teaching classes, and umping baseball games MILWAUKEE, Aug. 5, 2025 /PRNewswire/ -- By a wide margin, most Americans today continue to trust financial advisors with their money management over...

      Leading the Industry: 763 Northwestern Mutual Advisors Recognized on 2025 Forbes Top Financial Security Professionals List

      MILWAUKEE, July 10, 2025 /PRNewswire/ -- Northwestern Mutual announced today that 763 of its financial advisors are featured on the Forbes America's 2025 Top Financial Security Professionals and Best-in-State lists – a new high-water mark for the company and a nearly 18% increase over its 2024 showing. "Financial anxiety is an epidemic in America – and our trusted advisors are more relevant than ever, helping people to achieve greater financial security," said John Roberts, Northwestern...

      Intentions Rise, Expectations Fall: The Number of Americans Planning to Leave an Inheritance Goes Up as the Number Expecting to Receive One Goes Down Finds Northwestern Mutual's 2025 Planning & Progress Study

      As $90 trillion Great Wealth Transfer approaches, nearly one-third of U.S. adults plan to leave a financial gift (up from one-fourth last year), while only one-fifth expect to receive one (down from 25% in 2024) More than half of Americans expecting to receive an inheritance consider it "critical" or "highly critical" to their long-term financial security Having "the talk": 60% of Americans who expect to leave an inheritance say they have had a conversation with their family about their plans...