David Brian Test, CFP®

Wealth Management Advisor

I am committed to providing my clients with objective guidance regarding retirement plan solutions. Proactive client communication and solutions-based consulting are my core competencies. My goal is to make your retirement program a meaningful part of your overall employee benefits program. The program should be comprehensive, compliant and robust. I hope you view me as an extension of your company, focused on your unique goals.

September 27, 2018 - David Test has been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers.* The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.

FINANCIAL TIMES 401 RANKING

*The Financial Times 401 Top Financial Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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