Peter C Case, CFP®, CLU®

Financial Advisor

Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

Pete has earned the following certifications and designations:

Certified Financial PlannerTM (CFP®)

The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®) 

The CLU designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. It  symbolizes continuing growth and commitment to professionalism.

 

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Degree Major Institution
Bachelor of Arts and Sciences English Indiana University - Bloomington (1993)
Minor in Economics

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017-2018

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2007-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2008-2010

Award recognizing performance

 

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