Grant M Winn II, CLU®, ChFC®

Financial Advisor

Professional

"I pride myself on providing the most comprehensive answers to any questions you may have regarding your financial planning goals and to be a resource to you now and in the future. I provide this by having added professional designations which enable me to create your financial plan with knowledge and full confidence. The following is a list to give you a better understanding of what the designations mean and how I use them to provide the best possible service for you," Grant M. Winn II, CLU®, ChFC®.

Grant Winn has earned the followings designations and certifications:

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC®
Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on 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 ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Grant was previously a Field Director of the Missoula office. Below, Grant discusses his introduction to the Northwestern Mutual company and his current thoughts about his postion. 

"I was very lucky to find this career as easily as I did.  I was looking at different opportunities when my (then)  father-in-law suggested I talk with Northwestern Mutual.  He did not own any of their products, but knew, by reputation, what a good company it was.  I contacted the local office and began the testing process.  After my research on the company and contact with them through the testing and licensing process, I felt confident this was the right company for me to work with.  I didn't feel the need to interview with any other company I was very impressed with Northwestern Mutual from a company aspect, and as a consumer.  I wrote my first contract in November of 1991" Grant M. Winn II, CLU®, ChFC®.

"In this career I enjoy the opportunity and freedom of having my own practice.  It allows me to relate on a first hand level to some of the problems and challenges that my clients go through as business owners.  I like the fact that most of my clients are also my friends and family, who have referred and trusted me with their friends and family.  I am in a unique position to help them protect what they feel is important in their lives, and help them realize their financial dreams.  It is a career that is challenging and very rewarding knowing I can have an impact on the lives of the people around me" Grant M. Winn II, CLU®, ChFC®.

Associations and Memberships

Grant is a Business member of the Meadow Hill PTSA and is a past board member of the 5 Valley's Chapter of Safari Club International. 

This office is also a member of the Missoula Chamber Commerce.

Grant participated in the Million Dollar Round Table from 2011-2016.

Grant is also a current Advisory Board member at Montana First Credit Union.

Grant M Winn II is also a member of NAIFA an industry association.

Years of Experience

Representing Northwestern Mutual since 1991.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2011-2016

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 the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2017

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1995, 2002, 2008-2009

Award recognizing persistency and performance

 

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