Drew Hunn, CFP in

Drew Hunn, CFP

Examiner · DISC type cs
Associate Wealth Management Advisor at Northwestern Mutual
📍 Milwaukee, Wisconsin, 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
21 Years
Current Role
Associate Wealth Management Advisor
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Drew shows up

Overcautious
Status Quo Seeker
Unexpressive

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Drew cares about

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

Work history

3-2010
Associate Wealth Management Advisor
Northwestern Mutual
5-2006 - 2-2010
Financial Adviser
Northwestern Mutual
6-2004 - 5-2006
Assistant Director of Network Office Supervision
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
Bachelor of Science (B.S.)
Marquette University
2007 - 2009
Chartered Life Underwriter (CLU)
The American College of Financial Services
1996 - 2000
Education details unavailable
Johnson Creek High School
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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