Brent L Shaw, CFP®, RICP®

Wealth Management Advisor

Professional

Brent joined Northwestern Mutual in 2006 through its prestigious internship program while studying at Ohio University. During that time, Brent went as far as obtaining his insurance & investment securities licenses, while still a junior in college. The internship experience provided a foundation of knowledge and experience to springboard him into great internal relationships while externally allowing him to help each of his clients create financial security. Brent continues to give back to the internship program by serving as a role model and mentor to other financial advisors.

In 2009 Brent began working closely with Randy Elam, a veteran advisor with a successful financial planning practice specializing in helping medical professionals and closely-held businesses. Over time Brent and Randy merged practices and in 2015 Brent took over the day to day operations with Randy transitioning into a relationship manager & consulting role as he prepares for retirement.

Today, Brent's team helps physicians and medical professionals create & sustain a lifestyle where they never have to look backwards. Whether it is a professional in the early stages of his or her career or an experienced professional excited to enter a new phase of life, Brent and his team take the time to understand and educate their clients using a consultative approach. The team is laser focused on delivering a world-class client experience through building personal relationships and leveraging the latest advancements in technology.

 

Education and credentials:

Ohio University, B.B.A. - Finance

CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE

If your financial life seems to be spinning out of control, you're not alone.

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn't mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. You can learn more about the CFP®  here.

Retirement Income Certified Professional®, The American College of Financial Services

RICP® prepares advisors to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement. 

Investment Securities licenses:

Series 6, Series 63, Series 66, Series 7

 

Recognition and associations:

Forum, 2016-2017

Northwestern Mutual's Forum is a recognition for the top producers in the company. Achieving this recognition meant that Brent was one of the top Financial Advisors at Northwestern Mutual nationally. With one of the largest field sales forces in the financial industry, it truly takes a team to achieve this unprecedented level of impact to the financial security of members in our community.

Million Dollar Round Table, 2014-2017

Brent has qualified as a MDRT member since 2014. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business

 

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