Professional

Mission

Since becoming a part of Northwestern Mutual Financial Network in 1990, Jim Zoller's mission has been to help clients define their current financial situations and identify means to realize their financial goals.

After spending 11 years in Corporate Accounting and Finance, Jim Zoller decided that he wanted a more meaningful career that allowed him to apply his tax and accounting knowledge to assisting individuals and small businesses with their specific financial issues.  

By employing a disciplined approach on the journey to financial security, Jim strives to maintain enduring relationships with his clients believing that "quality is never an accident; it is always the result of intelligent effort".  (John Ruskin)Along with a network of specialists, Jim provides innovative solutions using internationally recognized investment products and world class insurance services.              

Education:

Bachelor’s of Science (BS) in Accounting/Finance from State University of New York at Oswego.

Master’s of Business Administration (MBA) from the University of Phoenix

Industry Designations:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.  


 Chartered Financial Consultant (ChFC®)

 The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. 

Chartered Life Underwriter (CLU®

 The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. 

 

Awards and Recognition 

  • Million Dollar Round Table Court of the Table: 2013
  • Million Dollar Round Table Qualifying Life Member  2010-2013
  • Million Dollar Round Table Qualifying Member 2000-04, 2006-2009
  • National Quality Award: 1992-1999, 2001-2003, 2006, 2011-2013
     

Associations and Memberships

Jim and his team encourage you to review the background of every financial professional you may work with at www.finra.org.  The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all security firms doing business in the United States.

 

James G Zoller, CFP®, CLU®, ChFC®, MBA

Wealth Management Advisor

 

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