Bruce Robert Himelman, CLU®, ChFC®, CFP®, CASL®

Wealth Management Advisor

Professional

For over 35 years during his career with Northwestern Mutual Bruce has provided solutions for his personal and business clients to help them achieve their intended goals. His approach has always been, and continues to be, based upon obtaining a thorough understanding of each client's goals & objectives and presenting a plan to meet those goals.

Wealth Management Advisor

Northwestern Mutual Wealth Management Company has a national network of experienced professionals focusing on affluent families. The wealth management advisors fully understand complex financial issues, and how they can affect your life goals – whether you are working to achieve current financial success, or protect and preserve your assets over the long term. Our advisors are experienced professionals who have a detailed understanding of current tax laws and financial strategies designed to help achieve a variety of complex goals, including business succession planning.

Industry Designations

Chartered Life Underwriter CLU®

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Chartered Financial Consultant® ChFC®

Advisors with the ChFC® designation are required to serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.

Certified Financial Planner® CFP®

This designation is perhaps the most widely recognized credential in the field today. This credential is generally the designation of choice for those who wish to offer fee-based financial planning. Insurance agents that obtain this designation can use it to provide comprehensive financial plans for clients and show them how their various insurance needs fit into such plans.

Chartered Advisor for Senior Living® CASL®

CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement.

Certified in Long-Term Care" (CLTC)

This designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. 

Educational Background

  • Indiana University (Bloomington): Bachelor Arts degree in Business.
  • University Of Illinois (Urbana): Masters Degree (MA/MS) in Business, Economics

Awards and Recognition

  • Million Dollar Round Table (MDRT) (1985-2006) Million Dollar Round Table Qualifying/Life MemberThe Million Dollar Round Table (MDRT) is the premier association for the world's best sales professionals in the life insurance-based financial services business. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Round Table membership is an exclusive honor that is achieved only by a small percentage of all life insurance and financial services advisors worldwide. MDRT is comprised of nearly 25,000 qualifiers who reside in 66 nations and territories, representing about 475 companies.
  • The National Association of Life Underwriters (NALU), NAIFA

National Quality Award; Health Insurance Quality Award; National Sales Achievement Award. Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. The NAIFA Quality Award is a continuation of the former NAIFA Industry Awards (NQA-National Quality Award and NSAA-National Sales Achievement Award). Recipients of these awards have carried over their previous years of achievement to the NAIFA Quality Award

 Associations and Memberships

  • Member of the Estate And Financial Planning Council of Central New Jersey
  • Member of the Board of the Monmouth Medical Center Southern Campus Foundation
  • Member of the Society of Financial Service Professionals
 

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