Jason Thrap
Northwestern Mutual
1245 Jordan Creek Parkway
Suite 200
West Des Moines, IA 50266
5156974680
About Northwestern Mutual
Areas of Expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations
that will help you plan for your financial future.
Financial Planning
Long-term financial security doesn't happen by chance. Many things in life can have an impact -
positive or negative - on your financial well-being. I'm here to help you take control of your
future. Together we'll identify your most important goals and dreams, and build and implement a
financial plan to help you achieve them. And because life is unpredictable, we'll monitor your
progress on a regular basis to ensure your plan evolves as your needs and the situation around
you changes.
Retirement Planning
Perhaps one of the greatest financial challenges you will face in your lifetime is preparing
adequately for your retirement. I will help you create a plan that will assess your current
financial situation, determine the retirement lifestyle for your future, review the many
options available, and put solutions in place to help ensure you achieve the retirement of your
dreams.
Investment Strategies
Without a coordinated investment strategy, it can be difficult to build an effective investment
portfolio that helps meet your financial needs. As a Registered Representative of Northwestern
Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment
products and services. I will work with you to develop investment solutions aimed at meeting
your financial objectives.
See Disclosures
General Information
Firm Start Year
2006
No. of Employees
2-4
CRD#
5072964
Firm CRD#
2881
Insurance License#
8638632
States Licensed in
IA, IL, NE, MO, KS, CO, UT, ID, CA, WA, FL, NY, MN, TX, TN
Years of Experience in Financial Services
11
Number of Years with Current Firm
11
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CASL®, RICP®, ChFC®, CLU®, WMCP®, ChSNC®
Securities Licenses
Series 6, Series 7, Series 63, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Firm Information
Advisor's Number of Clients
200
Advisor's Number of Managed Clients
75
Advisor's Number of Planning Clients
75
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
250000
Compensation Methods
Commissions, Based on Assets
Education
Business -
Brigham Young University-Idaho
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1827010/rothira-Northwestern-Mutual-detailed-disclosure.html
Disclaimer
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with longterm care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Longterm care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, brokerdealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with Advisor in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.