David Lee Mittelsteadt, CLU®, ChFC®

Financial Representative

Professional

Dave Mittelsteadt inspires clients to identify their financial objectives, to guide them in creating solutions for achieving those objectives, and to motivate them to collaborate on financial solutions geared toward their objectives.  Dave believes in values-based solutions, and he brings integrity and great follow-through to the process.

Following a four year commitment with the United State Air Force and education through Texas and Wisconsin University systems, Dave became a Financial Representative with Northwestern Mutual in 1973.  Dave has earned numerous recognitions for quality and sales achievement, as well as being recognized multiple times within his network office.  He is a qualifying and life member of the Million Dollar Roundtable.

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 designations symbolizes continuing growth and commitment to professionalism.

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.

Years of Experience

Representing Northwestern Mutual since 1973.

Education

Degree Major Institution
Bachelor of Science Univ of Texas/Midwestern, Univ of WI - Stevens Point

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1979-1985

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 1986-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 1976-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1978-2010

Award recognizing performance

 

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