Click Contact Us to schedule a no-obligation, introductory call with us and begin Charting Your Course to Financial Security®.
It's been our experience that the more targeted focus and energy given to a specific market or area of need, the more specialized and valuable we become. That is why we have chosen to make our primary focus the partners and principals of the Big 4 professional service firms: Deloitte, EY, KPMG and PWC.
In short, here is some of what we have to offer:
In-depth knowledge of partner programs, including qualified and non-qualified pensions, 401(k), profit sharing, required capital, and deferred compensation plans, including discretionary capital plans. 360 degree view of future contractual retirement cash flows (e.g. pensions, capital plans, annuities, Soc. Sec., etc.). Asset-liability matching driving asset allocation strategy.
Acute understanding of and full compliance with independence requirements. Northwestern Mutual Investment Services, LLC is an approved broker/dealer firm that participates in Deloitte, EY, KPMG and PWC broker data auto-feed for investment reporting.
Team-based collaboration with over 220+ years combined experience delivering high-touch service and support. Includes investment specialists, trading desk, and advanced planning attorneys at NM.
Fiduciary-based advisory programs through Northwestern Mutual Wealth Management Company (NMWMC).Adherence to customized investment policy statement (IPS) and ongoing systematic rebalancing based on target allocations, liquidity needs, and tax implications. Robust research from Morningstar and NMWMC to identify high quality, value-add managers and passive alternatives (e.g. ETF's and index funds).
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Baune Financial is a marketing name for Bradley J. Baune and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Bradley J. Baune is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC) , Milwaukee, WI (investment management, trust services, and fee-based financial planning), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Advisor Representative of NMIS.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff 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.
Bradley J. Baune is primarily licensed in Minnesota and may be licensed in other states.
CA License: #0B94033
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTMand CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.