David L Markley, CLU^®, ChFC^®, CLTC, CFP^®

 

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Get Involved in Our Volunteer Initiative Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations. Enroll Now

Experience the Power of Permanent Life Insurance Visit our Facebook page to watch the new Foundation for Life videos and read client stories about the critical role permanent life insurance has played in their life.

New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our interactive report features clients talking about why they felt secure in an unstable economy. View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond. Go to Fact & Comment page

Dividend Announcement Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies. Click here to read more

Lessons from the U.S. Open It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board. View Scorecard

Managing Your Money In A Downturn Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Themint.org – Financial Literacy for Kids An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual. Click here to visit the site

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. David Markley combines his experience with your goals to offer you expert guidance and innovative solutions. 

David Markley utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.

Ask you questions: Before David Markley can advise you about any of the strategies that might be appropriate in your situation, David needs to learn about you.

Analyze the information: David provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.

Make recommendations: David prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.

Keep in touch: Nobody's situation stays the same. As yours changes, David Markley will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation. 

David Markley is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.

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 L. Markley. 

My Mission

As a Northwestern Mutual Financial Advisor, I guide my clients to financial security through in an depth planning process.  I build strong long term relationships and gain a true understanding of your hopes and dreams.  Based on this knowledge, I implement strategies .

In addition fo providing financial security, I act as an advocate by connecting my clients with other advisors and business professionals who can help them grow their businesses.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.