Michael E. Polan, CFP®, CLU®, ChFC® in

Michael E. Polan, CFP®, CLU®, ChFC®

Commander · DISC type D
Partner & Private Wealth Advisor at Next Phase Advisory Group, a Northwestern Mutual affiliated firm
📍 Downers Grove, 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
35 Years
Current Role
Partner & Private Wealth Advisor
Job Level
Leadership
Location
Downers Grove, Illinois, United States
Personality Overview

How Michael shows up

Decisive
Very Quick
Strong-Willed

They like to move fast and expect the same from others. They are not always relationship oriented. They prefer to be the ones controlling the conversation or defining the terms.

Priorities

Topics Michael cares about

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

Work history

1-2025
Partner & Private Wealth Advisor
Next Phase Advisory Group, a Northwestern Mutual affiliated firm
9-1990
Co-Founder & Private Wealth Advisor
Next Phase Advisory Group
2-1990
Wealth Management Advisor
Northwestern Mutual Wealth Management Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1989
BS
Bradley University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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