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Welcome from Niki Glen

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step.

Choosing someone who has the ability and resources to help address those needs is the next step. Niki Glen is a financial advisor who takes the time to understand your unique desires and goals. It's Niki's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan.

Through a comprehensive assessment of your current situation, Niki will help you prioritize your goals, and develop a workable strategy with clear action steps and timetables.

And throughout your lifetime, Niki will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure.

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 Niki Glen.


My Mission

It is Niki Glen's commitment and belief that who she is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Niki provides to clients.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Niki will do her best to help you protect and provide for those people you care about most. Niki will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.


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.

Niki L Glen, CLU®, ChFC®, CASL®, CFP®, RICP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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