Ted P Harless Jr, LUTCF®, CLTC® MANAGING DIRECTOR HOME WHO WE ARE PLANNING SERVICES INSURANCE INVESTMENTS RESOURCES CLIENT CENTER When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I can provide you with risk protection that can help make your goals a reality. My Mission As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. THE NORTHWESTERN MUTUAL DIFFERENCE We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one. Best Life Insurance Company ranked by NerdWallet, 2019 to 20201 AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2 Top 10 U.S. Independent Investment Broker-Dealers3 1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved. 2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. 3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021. Ted P Harless Jr, LUTCF®, CLTC® Managing Director One Lakeside Plaza Suite 600 127 West Broad Street Lake Charles, LA 70601-4291 Office 337-436-8940 CONTACT ME GET A MAP ACCOUNT ACCESS CALCULATORS WHEN SHOULD I BEGIN SAVING? How a Bigger Home Affects Your Budget Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More Questions to Ask a Wealth Manager If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here. What Is the Difference Between Budgeting and Financial Planning? Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here. To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BROKERCHECK LEGAL NOTICE|ONLINE PRIVACY STATEMENT|CUSTOMER PRIVACY NOTICE|THIRD PARTY LINKS © 2021 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance) and Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. NM and its subsidiaries are in Milwaukee, WI. Ted Patrick Harless Jr is a District Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Managing Directors are not in legal partnership with each other, NM or its subsidiaries. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Ted Patrick Harless Jr is primarily licensed in LA and may be licensed in other states.