David Brian Test, CFP®

Wealth Management Advisor

Professional

  • Education:  BBA, Marketing, Texas Tech University
  • Association:  American Society of Pension Professionals and Actuaries
  • Designation:  CEBS®  – Wharton School of the University of Pennsylvania and International Foundation of Employee Benefits Plans
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Experience:  Over 25 years in the financial services industry focused on corporate retirement plans
  • Registrations:  FINRA series 6, 7, 24, 26, 63, 66
  • Life License
  • Retirement Income Certified Professional, RICP®
  • Presented with Top 401 Advisers Award by Financial Times - September, 2017
 

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