Patrick J Marget, J.D., CPA, CFP®, CLU®

Financial Representative

Professional

Patrick J. Marget, J.D., CPA, CFP® CLU® is a 19-year veteran at Northwestern Mutual. Prior to entering the financial services industry, Pat worked for three years as a Senior Accountant in audit for KPMG in the bank service area and for five years as an Attorney for Michael Best & Friedrich LLP.  Leveraging his experience and expertise, Pat focuses on Bank-Owned Life Insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

Education

  • University of Notre Dame - Bachelor of Business Administration, cum laude, Accounting
  • University of Iowa College of Law - Juris Doctor, with honors

Years of Experience

Representing Northwestern Mutual since 2000

Professional Designations/Certifications

  • CFP® -  CERTIFIED FINANCIAL PLANNERTM
  • CLU® - Certified Life Underwriter
  • CPA - Certified Public Accountant
  • J.D. - Juris Doctor

Associations and Memberships

  • Founding Member of the Wisconsin chapter of Young Entrepreneurs' Organization
  • Member of the Wisconsin Bar Association
  • Milwaukee Estate Counselors' Forum
  • Metro Milwaukee Association of Commerce
 

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