News By Tag
News By Place
Follow on Google News
Steven L. Braun Named a Forbes Top 10 Financial Security Professional
By: Northwestern Mutual
"Steve's depth of experience and his sincere interest in helping others has led to this recognition,"
Northwestern Mutual advisors represent more than one-quarter of the honorees within Forbes's ranking, significantly outpacing all other wealth management and financial services firms.
The Forbes list honors the nation's top-performing wealth advisors who provide holistic planning focusing on highly skilled financial guidance and risk mitigation. Honorees are selected based on a set of key criteria, including industry experience, revenue, assets under management, client loyalty – also known as persistence rate – and qualitative factors like compliance record and the exhibition of best practices.
As a leading advisor, Braun has built a distinguished career. With over 35 years of financial planning experience, he has a broad foundational knowledge that allows him to identify his clients' unique needs and then bring the right mix of resources to the table to meet them. In addition, he specializes in leveraging the strength of his carefully crafted network to provide clients with innovative financial planning solutions that address their wants and needs holistically.
He and his firm, Braun & Associates, are among the founding members of the Northwestern Mutual Private Client Group, a specialized group of expert advisory teams who provide an elevated private wealth management experience for their clients.
Braun has consistently ranked among Northwestern Mutual top 5% of advisors achieving Forum Recognition for 20 years. In addition, he is a qualifying and life member of the Million Dollar Roundtable and has earned the Quality Award recognition from the National Association of Insurance and Financial Advisors.
A dedicated philanthropist, he has been a donor and volunteer with Cures Within Reach for more than 15 years. His service has earned him the Northwestern Mutual Community Service Award four times, including the Most Exceptional Volunteer, which has funded more than $75,000 in grants to the organization from the Northwestern Mutual Foundation.
Braun earned a Bachelor of Business Administration from the University of Wisconsin – Madison. He and his wife reside in Highland Park, Illinois and have two adult children and one grandchild.
To learn more about Steve and Braun & Associates, visit https://www.steve-