Mission Statement

Our Corporate Culture

Northwestern Mutual – Irvine's vision, mission, values and principles are the core of our unique corporate culture. Combined, they define who we are and guide us in doing what’s right for our financial representatives and staff, our clients, and our communities.

Our 20/20 Vision*

It is January 1st, 2020 - we are the firm of choice for financial planning.

We are developing industry-leading integrated practices. We have launched the most productive and credentialed advisors and teams through our robust, integrated training and aligned culture. We are now serving 73,000 clients and managing $4 billion of assets. Our career advisors average $1 million of revenue per year. We lead Northwestern with 15 Pathfinders, 25 Forum Advisors and 50 Lives Leader Summit qualifiers.

We have attracted and grown 210 advisors and teams totaling 600 people who are connected through living out of our core values. 30% of our new advisors are coming through our award winning college internship program. Our new advisors average $150,000 of revenue.

We are a culture that reflects and serves our diverse communities. Our women, diverse and bilingual advisors generate $10 million of premium.

We have contributed $2.4M dollars to our philanthropic partners since 2011.

We are delivering an exceptional client experience through our 8 Managing Directors and District Directors in Los Angeles, Irvine, Las Vegas, West LA, Inland Empire, South Bay, San Gabriel Valley, and Santa Clarita Valley.

We are leading our clients, our communities and our company. Together, we have built the firm of the future today and making what seems impossible, possible!

*Our 20/20 Vision is where we aim to be on January 1, 2020. These claims have not yet been attained, nor is this vision statement intended to be a guarantee of the future performance of our office, representatives, or clients; rather it is a list of goals we intend to achieve. 

Our Mission Statement

We lead people to realize Financial Security…backed by the strength of Northwestern Mutual.

Values that Guide Us

  • Courage: Bold action in the face of fear.
  • Personal Responsibility: We own our choices and actions.
  • Discipline: We take action regardless of our emotional state.
  • Growth: Caring feedback and accountability are critical to growing personally, professionally and financially.
  • Mutual Respect: Valuing all to achieve our potential.

Our Principles

  • All individuals committed to personal and professional growth achieve greater success when supported by systems of accountability and a culture of high expectations.
  • The collective expertise and resources of the organization will provide more cost effective access to products, specialists and services than an individual representative can access on his/her own.
  • We believe that protecting our clients’ income is the first step towards achieving a comprehensive financial plan and the key advantage of our representatives is the deep relationship formed when they challenge their clients with the critical issues concerning life, death, disability and retirement.

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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