Welcome from Niki Glen
You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step.
Choosing someone who has the ability and resources to help address those needs is the next step. Niki Glen is a financial advisor who takes the time to understand your unique desires and goals. It's Niki's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan.
Through a comprehensive assessment of your current situation, Niki will help you prioritize your goals, and develop a workable strategy with clear action steps and timetables.
And throughout your lifetime, Niki will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Niki Glen.
My Mission
It is Niki Glen's commitment and belief that who she is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Niki provides to clients.
By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Niki will do her best to help you protect and provide for those people you care about most. Niki will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.
Northwestern Mutual
We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.
What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.
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