Jonathan Harold Conrad

Financial Advisor

Build a Foundation for Life

Jonathan Conrad specializes in providing strategic, comprehensive advice to help successful business owners, medical professionals, attorneys and engineers meet their financial goals. He also specializes in retirement planning. Whether your career is just getting started or you have established a successful practice, it is important to protect your ability to generate income and live the lifestyle you created. As a Financial Advisor, Jonathan Conrad, will help you achieve your vision for the future. Click here to learn more.


Resources

The Business Corner: If you own or operate a business, Jonathan recommends the following articles:

Click here for additional resources.

With a focused expertise on the business owner, Jonathan can provide guidance for any stage of your business:


Resources for Medical Professionals

From the minute you arrive in the office until the minute you go home at night, your patients count on you to provide expert care and guidance, to act in their best interests. Northwestern Mutual has long been recognized for providing innovative financial security solutions and creating finely crafted programed focused on our clients' goals, including insurance and investment products that can help.

  • Protect income and assets
  • Meet health and long-term care needs
  • Accumulate Wealth
  • Reward people who add the most to your practice
  • Maximize your estate
  • Create a lasting legacy
  • Ensurance continuation of your practice

Video Resources for Medical Professionals:


Retirement

When saving for retirement the big question on everyone's mind is, "Will I have enough money to last as long as I live?" Learn how our unique approach to retirement income planning can give you a greater level of confidence that your retirement funds will last your lifetime.


Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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