Alex M Marchan, CLTC®

Managing Director

Professional

Alex Marchan

Alex Marchan grew up in Milwaukee, Wisconsin and attended University of Wisconsin-Oshkosh where he was introduced to the internship opportunity at Northwestern Mutual. He joined our firm in 2009 as a College Financial Representative focusing on mastering his skills and building financial security for his clients. In 2011, he changed the course of his life forever by deciding to join this career as a full-time Financial Advisor. Alex is now an active member of the Executive Leadership Team and serves as the Managing Director of the North Shore Office where he introduces individuals to this great career and mentors them on how to build a successful financial planning practice. He has a passion for helping the advisors on his team achieve their dreams personally, professionally, and financially. Alex achieved Target 20 as a College Financial Representative and finished in the top 50 of 3,500 interns in 2010. He went on to achieve Pacesetter 40 as a full time Financial Advisor and consistently writes over 100 lives per year as well as qualifying for the new client bonus annually. Alex has also achieved MDRT (Million Dollar Round Table) every year since 2015. Alex works with a wide range of clients stemming from young professionals and families to pre and post retirement markets.

He currently lives in Waukesha, Wisconsin with his wife Amanda, daughter, Ensley, son Theodore and their dog, Zoey. In their spare time, they enjoy quality family time, traveling, working out, staying active, golfing and drinking wine.

Alex is continually following up on his promise to the community, to help as many people as he can.

Years of Experience

Representing Northwestern Mutual since 2010.

Education

Degree Major Institution
Bachelor of Business Administration Human Resource Management University of WI - Oshkosh

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2016-2022

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 2014-2016

Award recognizing commitment to excellence in service to clients and industry

 

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