Professionalism. Accountability. Trust. Partnership.
Welcome to James L. Erb and Associates. Our business relationships are built on integrity, professionalism and a shared pursuit of realized potential. Every day our clients make choices to protect their families and their businesses as well as plan their dreams. We provide the knowledge and coaching to help them achieve these goals. To be entrusted with their financial future is humbling and we take that responsibility seriously.
Northwestern Mutual s New Client Website
Now available on your tablet and mobile device with iOS and Android apps.
Access Your Accounts Log In
The new client website is a one-stop-shop for your financial management featuring:
- Financial Dashboards
- Account Aggregation
- Budgeting Tools
- Self-service Bill Pay
- Paperless Financial Management
Download the Personal Financial Management Tools guide above for step-by-step assistance in accessing the new website.
Registration Process – Northwestern Mutual Online:
2016 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 – (414) 271-1444.
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.
James L. Erb and Associates is a marketing name for James L Erb Jr and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. James L Erb Jr is a Representative of Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI (investment management, trust services, and fee-based financial planning), a subsidiary of NM and limited purpose federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org ) and SIPC (www.sipc.org ). Representative may also be an Investment Advisor Representative of NMIS.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
James L Erb Jr is primarily licensed in Florida and may be licensed in other states.
CA License: #0C94644
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP . CERTIFIED FINANCIAL PLANNER TM and CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board s initial and ongoing certification requirements.
The Chartered Advisor for Senior Living (CASL ) designation is conferred by The American College of Financial Services.