Todd M Colburn, CFP®, CRPS®, RICP®

Financial Representative

Professional

Todd Colburn has been a Series 7 and 66 Licensed Registered Representative since 1997, working with businesses and families to help achieve financial security.  In addition to providing holistic financial planning, he specializes in the corporate retirement plan marketplace.  Before joining Northwestern Mutual in 2008, Todd was an Investment Advisor Representative with AIG Financial Advisors, Inc.

 

Education

 

Professional Designations and Certification

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    Received in April of 2012 from Certified Financial Planner Board of Standards Inc.
    The Certified Financial Planner™ (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.

  • Chartered Retirement Plans SpecialistSM or CRPS®

Received in August of 1999 from the College for Financial Planning.
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams.  They must also have three years of experience, meet stringent etics requirements, and participate in The College's continuing education program.

Using the most current techniques, RICP®s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals. Individuals who earn a RICP® can provide guidance on broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.

 

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