Jim Campbell CLU®, ChFC® in

Jim Campbell CLU®, ChFC®

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 Greater Chicago Area, United States

Jim Campbell is a seasoned Wealth Management Advisor with the Next Phase Advisory Group, an affiliate of Northwestern Mutual. He has dedicated his entire three-decade career to the firm, specializing in creating comprehensive, workable financial solutions. He holds CLU and ChFC certifications and earned his Bachelor of Science from Northern Illinois University.

Based on his social media activity, Jim appears to value family and national holidays, frequently posting well-wishes for occasions like Mothers Day, Fathers Day, and the Fourth of July. He often shares positive, community-focused messages that celebrate seasonal activities and honor American heroes on days like Memorial Day.

He has remained with Northwestern Mutual for his entire 30-year career, having started with the firm directly after college.

Read the full overview →
Experience
38 Years
Current Role
Wealth Management Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Jim 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.

Login to view personality overview.
Priorities

Topics Jim cares about

Integrated Wealth Management
His title and introduction emphasize a passion for building fully integrated, diversified portfolios and comprehensive financial plans for clients.
Retirement & Education Planning
He specifically helps clients answer critical life questions about having enough saved for retirement, travel, and higher education.
+5 more topics Login to view topics
Career

Work history

5-1988
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science - BS
Northern Illinois University
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.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jim. Free, 10 seconds.