Paul A Bonikowske, CFP®

Wealth Management Advisor

Professional

Paul Bonikowske's Professional Background

Paul Bonikowske has over 27 years of financial services experience.

In 1993, He joined AAL Capital Management Corporation (now part of Thrivent Financial) and was primarily involved in the investment sales department throughout his tenure there.

In 2003, Paul left Thrivent to begin his own financial services practice, which he manages today.

 

Education

Paul has earned the Certified Financial Planner (CFP®) designation.

The Certified Financial Planner (CFP®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information regarding a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The CFP® program provides financial services professionals with an in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Paul holds a Bachelor of Science degree in Economics from the University of Wisconsin - Stevens Point.

 

Awards and Recognition

  • Million Dollar Round Table Qualifying Member: 2012-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with MDRT

 

  • National Association of Insurance and Financial Advisors Quality Award: 2007-2014

Award recognizing commitment to excellence in service to clients and industry

 

  • Northwestern Mutual Bronze Award: 1993, 2003

Award recognizing first-year success with Northwestern Mutual

 

  • Northwestern Mutual Pacesetter First 40 Award: 2004

Award recognizing success in the first six months with Northwestern Mutual

 

 

 

 

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