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Chad Lahnum Cima® Ricp®
Director Of Planning And Estate Strategies at Axiom Wealth Management Northwestern Mutual
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Work Experience
Director Of Planning And Estate Strategies
Jul 2023 - Present · 1 years and 5 months
Northwestern Mutual - Shunk Financial Group
Portfolio Manager / Director Of Planning
Jun 2012 - Jun 2023 · 11 years
Investment Operations Manager
Jan 2009 - May 2012 · 3 years and 4 months
Company Details
Our mission is to put our clients’ needs first and partner with them to create a financially secure future for them and their families. Through a unique, client-focused process we provide a creative approach to achieving financial security. We identify goals, create a personalized plan, implement world-class solutions, then adapt to each life stage. Our passion for serving others leads to a practice of mutual trust and transparency in every aspect of the Axiom experience. https://axiom.nm.com/disclosure https://northwesternmutual.com/social-media-guidelines
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
110 Triplett Ln SW Knoxville, Tennessee 37922, US
Keywords
Financial PlanningRetirement PlanningWealth ManagementRisk Management SolutionsInvestment StrategiesFee-Based Financial PlanningBusiness PlanningEstate PlanningLong-term Care PlanningDisability Income Planning
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