Brian Dwyer, CFP®, CLU®, ChFC® in

Brian Dwyer, CFP®, CLU®, ChFC®

Activist · DISC type Cd
Wealth Management Advisor at Northwestern Mutual at Northwestern Mutual
📍 Chicago, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
18 Years
Current Role
Wealth Management Advisor at Northwestern Mutual
Location
Chicago, Illinois, United States
Personality Overview

How Brian shows up

Perfectionist
Value Conscious
Meticulous

They care equally about the product and its potential impact. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2021
Wealth Management Advisor at Northwestern Mutual
Northwestern Mutual
10-2012
Financial Advisor
Northwestern Mutual
4-2008 - 10-2012
Tournament Director/1st Assistant
Medinah Country Club
4-2007 - 4-2008
PGA Assistant Golf Professional
Medinah Country Club
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
BA
New Mexico State University
1999 - 2003
Education details unavailable
Glenbard South HS
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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