Jon Rice ChFC® CLU® in

Jon Rice ChFC® CLU®

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 Greater Minneapolis-St. Paul Area, United States

Jon is a Wealth Management Advisor at Northwestern Mutual with nearly 13 years of experience, specializing in serving entrepreneurs and clients approaching retirement. A University of Iowa alumnus, he was recently named one of Forbes Top Best-in-State Financial Security Professionals for 2025.

Outside of work, Jon lives in Carver, MN, with his wife Lauren, their son Jax, and two dogs. He grew up participating in cross country, track, and Nordic skiing and now enjoys traveling, cooking, biking, and skiing with his family.

He actively raises money for the Firefighters for Healing charity.

Read the full overview →
Experience
8 Years
Current Role
Wealth Management Advisor
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Jon 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 Jon cares about

Entrepreneurial Finance
His professional bio highlights that he is an entrepreneur himself and is uniquely equipped to partner with business owners on their financial goals.
Retirement Planning
A primary focus of his practice is guiding clients who are approaching the milestone of retirement.
+6 more topics Login to view topics
Career

Work history

5-2024
Wealth Management Advisor
Northwestern Mutual
9-2012 - 7-2024
Financial Advisor
Northwestern Mutual
6-2016 - 7-2019
College Unit Director
Northwestern Mutual
5-2012 - 8-2012
Sales Representative
University Directories
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2012
Bachelor of Arts (B.A.)
University of Iowa
2011 - 2011
Studied Abroad
Victoria University of Wellington
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 Jon. Free, 10 seconds.