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