Thomas R Gearhart, CLU®, ChFC®

Financial Advisor

Professional

In 1977, Tom Gearhart joined Northwestern Mutual as a Financial Representative and attained the title of Financial Advisor in 2016. Over the years he has distinguished himself through service to clients in all walks of life. Tom has earned the designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). These designations indicate that Tom has passed rigorous qualifications required to sell and service financial and planning products as well as completed classes in economics, taxes, insurance, and investing.

Tom runs a broad practice and works with a team of specalists to offer:

  • Flexible financial planning for Millennials
  • Guidance with multigenerational and estate planning
  • Comprehensive planning for small business owners
  • Foundational planning for young families
  • Personalized retirement analysis and planning

Million Dollar Round Table (MDRT) Qualifying Member - 21 Years Consecutively

Million Dollar Roundtable (MDRT) is an independent organization that recognizes individual sales and service achievements. As such, MDRT is the premier association of financial professionals. The MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT. Tom is a long-time member and has qualified for MDRT 28 of his 40 years in the industry. 

 

National Association of Insurance and Financial Advisors (NAIFA)

Tom Gearhart is an active member of the Board of Directors for the Indiana branch of NAIFA, the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is one of the nation's largest associations representing the interests of insurance professionals from every Congressional district in the US. The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of their members. 

 

Society of Financial Service Professionals (FSP)

With the Society of Financial Service Professionals' (FSP) strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 11,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium.

 


Years of Experience

Representing Northwestern Mutual since 1977.

Education

Degree Major Institution
Bachelor of Business Administration Business Taylor University - Upland, Indiana

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2018

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1980, 1982-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1980-2010

Award recognizing performance

 

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