Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

My Mission

As a Northwestern Mutual Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

- Kirk Wimberly IV

 


As part of the Wimberly Team, Kirk Wimberly IV works with Kirk Wimberly III  who is a Wealth Management Advisor with Northwestern Mutual.  With over 60 years combined experience, the father and son duo values family to the utmost degree.  They have a shared desire for helping families fulfill their planning goals.

Due to their age difference and diverse expertise, Kirk III and Kirk IV are able to provide a vast range of knowledge and thus offer the most comprehensive planning.  Kirk III focuses on estate planning and long term care. Kirk IV continues his father’s legacy in the areas of asset accumulation and risk management including life insurance, disability insurance and group benefits. Together they provide complete planning for every stage of their clients’ lives, now and in the future 

 


By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Kirk Wimberly IV will do his best to help you protect and provide for those people you care about most.  Kirk 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 he would expect for himself.

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.

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What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.