David N Sokol, CLU®, RICP®, MBA

Wealth Management Advisor

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And before you can feel comfortable sharing your goals and dreams, you need to get to know your network representative.

In additon to being a Wealth Management Advisor at Northwestern Mutual, I am President of Wilshire Benefits Group. Prior to joining Northwestern Mutual, I spent over 22 years as a client service and sales executive leader in  employee benefit, human resource consulting and outsourcing organizations.  I hold my Life, Health, Long Term Care and Variable Annuities licenses, Series 6, Series 7, Series 63 and Series 66 licenses, am a Certified Life Underwriter, and Retirement Income Certified Professional, as well as a certified Senior Professional in Human Resources (SPHR). 

I belong to:

  • National Association of Health Underwriters (NAHU)
  • Am a member of the Detroit Economic Club
  • Metro Detroit Association of Health Underwriters (MDAHU)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association of Graduates - United State Military Academy
  • Oakland University Alumni Association

My wife, three sons and I reside in Oakland Township.

 

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