Chad Kools  RICP®,  WMCP® in

Chad Kools RICP®, WMCP®

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Financial Advisor | Growth & Development Director at Northwestern Mutual
📍 United States

Chad Kools is a Wealth Management Advisor at Northwestern Mutual, where he leads Kools Wealth Management. Recognized by Forbes as a Top Financial Security Professional, he specializes in creating financial plans for business owners and retirees, holding both RICP® and WMCP® certifications. He earned his BBA from the University of Wisconsin - Eau Claire.

Outside of work, Chad is a proud father to his son, Chase. He is an avid golfer and a devoted Green Bay Packers fan. He actively supports childhood cancer causes, including Alexs Lemonade Stand Foundation and the Pinky Swear Foundation.

Unique Fact: Chad has attended every single Green Bay Packers home game season opener since he was five years old.

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Experience
11 Years
Current Role
Financial Advisor | Growth & Development Director
Job Level
Mid-senior
Location
United States
Personality Overview

How Chad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chad cares about

Financial Planning
His core role involves creating comprehensive, long-term financial plans for individuals, families, and business owners.
Retirement Strategy
He holds the Retirement Income Certified Professional (RICP®) designation and focuses on clients approaching or in retirement.
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Career

Work history

1-2019
Financial Advisor | Growth & Development Director
Northwestern Mutual
1-2014 - 11-2019
Financial Advisor | College Unit Director
Northwestern Mutual
In the press

Media appearances

Chad Michael Kools, Wealth Management Advisor – Northwestern Mutual. Featured in Northwestern Mutual
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Chad Kools - Northwestern Mutual. Featured in Forbes
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Education
Bachelor of Business Administration (BBA)
University of Wisconsin - Eau Claire
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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