The Waltos Group

 

At The Waltos Group, we're proud of the success our Financial Representatives have found and know that we would not be successful without them. We share their enthusiasm and drive, and are proud to foster an environment that allows our associates the opportunity to continue to grow.

Forum Representatives
The Waltos Group would like to congratulate our Forum Representatives for 2007. The Northwestern Mutual Forum motivates financial representatives to reach the highest level of productivity and excellence. Only 5% of representatives nationwide meet this level of excellence. Membership is earned on an annual basis.

John Kompaniez
Ira Hermann, CLU, ChFC
Bill Pollak

Success Stories
What does it take to become a successful financial representative? Is it a willingness to serve others? Are individuals drawn to the career because of their recognition of the value of human life? Has an internship opportunity offered a new experience and evolved into a way of life? Members of the Waltos Group share their stories.

Curt Carlson
Paul Castillo
Zac Doroski
Paul Glowienke, M.B.A.
Jonathan Fagan
Brian Forth
Ken Gallagher
Lisa Le
Tom Miller
Tyler Terry

Career Changers
Attorney, Banker, Certified Public Accountant, Teacher, Military Career—what do these careers have in common? They all represent individuals who have transitioned from these careers and others into successful financial representatives with The Waltos Group. Read our Career Changer stories to see real-life examples of people just like you who made the transition into a career as a successful financial representative.

Erik Gomez
Kevin Healy
Kyle Kierulff
Jim Lauro
Craig Lindholm
J. Nicholas Pierson


 
 
 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.

 
   
 

1500 Quail St Ste 600
Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

 
 

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