David L Yaktine, CLU®, ChFC®, CASL®

Financial Advisor

For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward financial security and continued growth.

Whether you are planning for your own financial needs or those of your family or your business, David Yaktine can help you find the right answers. David will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you.

Contact David today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come.

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 David Yaktine, CLU®, ChFC®.

 

My Mission

My mission is to advocate for clients to help them achieve clarity and confidence through the creation and successful execution of a financial plan.  Using a 21st century perspective that integrates the challenge of planning for unprecedented life expectancy, I will help my clients maximize their human and financial capital.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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