Dale L Meltzer, CLU®, ChFC®, CASL®, CLTC®, RHU®

Financial Representative

Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Representative, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

I have 14 years experience as a small business owner prior to joining Northwestern Mutual, and have been a Northwestern Mutual policy owner since 1970. The opportunity to join Northwestern Mutual as a Financial Representative and help other people to achieve their financial goals has been a most rewarding career. I look forward to meeting new people every day.

Years of Experience

Representing Northwestern Mutual since 1986.

Education

Degree Major Institution
Kimball Union Academy - Meriden, NH
Tufts University - Medford, MA

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1997, 2003-2005, 2009, 2011

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 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1990-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1988-1996, 1998, 2002-2003

Award recognizing performance

 

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