Our Team

Our local and national teams are committed to both excellence in design and detailed financial planning, as well as thoughtful communication our service. Their level of expertise and education is matched only by their desire to impact the lives of those we serve.

 


Our Support Teams

Concierge Planning is a service available to select Northwestern Mutual advisors to help them plan with clients who have sophisticated needs, such as complicated Estate Planning and Business Succession, Executive Compensation Planning and Advanced Retirement Income Planning.

Concierge Planning Team


The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients' unique investment management needs. We have direct access to the portfolio managers responsible for managing these Private Client Services accounts.

NMWMC Private Client Services Team


The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. We have direct access to the investment consultants who assist in addressing specific client needs.

NMWMC Advisory Investment Team


The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. We have direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

NMWMC Trust Services Team

 

Karalee A Waldron

Associate Financial Representative
 

Kenneth John Tooke II
Financial Representative


Tooke And Associates

  • Mobile 765-585-9901
  • Office 435-774-1213
 

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