Nicole E Stokes, CLTC®, CLU®, ChFC®, M.A., RICP®

Managing Director

"What I do best, through caring, is to help individuals, families and business owners craft a financial plan that aligns with their values and goals. I am known for my energetic and supportive approach to helping my client's financial dreams come true."


We're in the News!

With a passion for providing better financial education, Nikki often contributes to articles or appears as a guest speaker on radio and TV shows. Here's one of her latest endeavors.

The Business Journals - 3 ways to attract and retaining millennial employees

Nikki was just selected as Runner Up for Best Financial Advisor in Creative Bay's 'Best of the Bay' Competition! Here's what she had to say about it:

"I am extremely humbled to be named the Best Financial Advisor Runner Up in the 'Best of the Bay' contest for 2017. Everyday I feel blessed that I'm a part of Northwestern Mutual and that I've been given the opportunity to help my clients achieve their financial goals. I hope to continue helping our community for years to come. Congratulations to Sean Goodrich on taking first!"

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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