Melissa M Burback, CLU®, ChFC®, ChSNC®

Wealth Management Advisor

Professional

Missy Burback, CLU®, ChFC®, ChSNC® has been located in Brookfield, WI as a Wealth Management Advisor with Northwestern Mutual since 2004.  In 2009, her daughter Mikayla was born with special needs.  After the birth of her daughter, she knew she wanted to align her own family experiences with her practice. She is passionate about helping families with special needs children and family members plan for their financial future. 

Special Needs planning has become a big part of Missy’s practice.  She gives speaking engagements all over the country to educate others on the importance of Special Needs Planning. She also hosts multiple Special Needs webinars throughout the year to educate parents on Special Needs planning.

She received her designation of a Chartered Life Underwriter, CLU® in 2008, her Chartered Financial Consultant, ChFC® in 2014 and her Chartered of Special Needs Consultant, ChSNC® in 2016 to provide her clients even more knowledge and assistance to improve their financial goals and education. 

Associations and Memberships Missy Burback is a part of:

  • ASNP -The Academy of Special Needs Planners
  • NAIFA- The National Association of Insurance and Financial Advisors
  • WIFS- Women in Financial Services

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2013-2021

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

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