Felipe Andres Navarrete

Managing Director

Our Client Experience


  • Fact Finding Meeting

    • Casual Meeting giving clients the chance to interview us

    • If client Allows we will gather qualitative and quantitative data

  • Presentation of Draft Plan

    • This will be a meeting where we will bring solutions to the gaps found

    • We will work with the client to make the plan as tailored as possible

  • Action Meeting

    • Bring the finished plan and a list of action items

    • We will work with the client to create a plan of action

      • Schedule meetings throughout the year

      • Take the first step into the plan

  • Follow up Meetings

    • These can be as often as Monthly or as spread as Annually

    • Depends on what the clients’ needs are


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.