Our Firm - Our unique and comprehensive planning process addressing a vast array of areas of a client’s plan. Our process of building, implementing, and managing this plan around your unique
goals and objectives sets us apart from transactional based competition.
Our Company - We are backed by the financial strength of an industry-leading company in Northwestern
Mutual. Since 1857, Northwestern Mutual’s financial strength and stability have backed our promise to be there
for clients when their financial security is tested. As a mutual company, Northwestern Mutual focuses on clients’
long-term needs- not just selling a product or answering to shareholder demands. In today’s global environment,
the company offers clients financial security solutions backed by the company’s exceptional financial strength.
Insurance - Exclusive access to Northwestern Mutual industry leading products.
Investment Options - The Advisory Investment Team, which is based in Milwaukee, provides investment
research and consulting support for our advisory products and services. The Weilert Wunderlick Armstrong team has
direct access to the investment consultants who assist in addressing specific client needs by providing enhanced
portfolio analytics, investment research and guidance.
Planning Culture - Northwestern Mutual Wealth Management Company has grown from the rich Northwestern
Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of
financial security. Northwestern Mutual Wealth Management Company can serve as corporate trustee or co-trustee for
a variety of trust arrangements. We provide the full array of services you
would expect from a professional fiduciary, including investment management, distribution management, custody of
assets, tax reporting, and other services. Additionally, we provide the added benefit of a local Wealth Management
Advisor to work with you and your beneficiaries to help achieve the financial security objectives of you and your
family. We desire to reflect the commitment made by Northwestern Mutual to increase the depth and breadth of our
network of specialists for the benefit of our policyowners and customers.
1303 W Walnut Hill Ln
Ste 200 Irving, TX75038-3017
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure
for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
Tom Weilert, Kathleen Wunderlick, Tom Wunderlick, Chad Armstrong, Jason Bang, Harold Travis, and Joe Fallon use WWA Integrated
Wealth Strategy Group as a marketing name for doing business as representatives of Northwestern Mutual. WWA Integrated
Wealth Strategy Group is not a registered investment adviser, broker-dealer,insurance agency or federal savings bank.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM)
(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries.
Tom Weilert, Kathleen Wunderlick, Tom Wunderlick, Chad Armstrong, and Jason Bang, Harold Travis, and Joe Fallon are
Insurance Agents of NM and Northwestern Long Term Care Insurance Company,Milwaukee, WI, (long-term care insurance)
a subsidiary of NM, and Registered Representatives of
Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered
investment adviser,member FINRA (
www.finra.org) and SIPC (
www.sipc.org). Representatives of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee,
WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC
products and services are offered only by properly credentialed Representatives who operate from agency offices of
NMWMC. There may be instances when these agents represent companies in addition to NM or its subsidiaries.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network
Representatives. Network Representatives and their staff might not represent all entities shown or provide all the
services discussed on this Web site. Not all products and services are available in all states.
Tom Weilert, Kathleen Wunderlick, Chad Armstrong, Jason Bang, and Joe Fallon are primarily licensed in Texas and may
be licensed in other states. Harold Travis is primarily licensed in Kentucky and may be licensed in other states.
Tom Weilert: AR License No. 564264 | CA License No. 0790493
Kathleen Wunderlick: CA License No. 0119010
Chad Armstrong: AR License No. 8002275 | CA License No. 0F25565
Jason Bang: CA License#: 0K23124
Harold Travis: AR License No. 829251 | CA License No. 0C27131
Joe Fallon: AR License No. 566038
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL
™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully
complete CFP Board's initial and ongoing certification requirements.