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

Financial Representative

Professional

Patrick J. Marget, J.D., CPA, CFP® CLU® is a 20-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

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2004-2012

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 2004, 2007-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2007

Award recognizing performance

 

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