Professional

Nikki Crawford is a Wealth Management Advisor with Northwestern Mutual.  She is dedicated to providing expert guidance and innovative solutions to help clients meet their financial security goals.

Nikki works extensively with professionals, families and business owners to meet their goals through creative strategies in the following areas:

• Risk Mitigation
• Wealth Accumulation
• Estate Planning
• Business Succession
• Employee Benefits

Licensing

She holds her Life, Health and Long Term Care licenses as well as her Series 6, 63, 7 and 66.

Designations

In addition, Nikki holds the CFP®, CLU® and RICP designations

The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

The Retirement Income Certified Professional program enables Financial Advisors to make better, more informed decision-making regarding retirement financial planning. The purpose of the RICP is to help individuals who are at, or near, retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. As coordinated planning and better decision making can inprove retirement security, retirement income planning is a very rewarding area within financial planning. Research has shown that better decisions can make a big difference in retirement income.

For five years, Nikki participated in a leadership role within the organization. She assisted in the selection and development of new representatives.

Associations and Firm Involvement:

• Diversity and Inclusion Council: 2018, 2019, 2020
• HerStory Makers: Nikk founded the group in the Fall of 2017.  The goal for this group is to motivate, connect, share ideas and bring together the women advisors, interns, leadership and support roles inside the firm.