Charles B. Prothro, CFP®, AEP®, ChFC®, CLU®

Wealth Management Advisor

 

Plan Now For Your Future

For over 40 years, Charlie Prothro has been a valuable resource for individuals and institutions seeking long-term financial security because he is caring, trustworthy, and authentic.

Using an advisory and consultative approach, Charlie employs a four-step process in working with our clients:

 
  • Discovery – Achieving clarity as to vision and goals; identifying financial gaps.
  • Creative Solutions – Educating and clear thinking about solutions; making decisions and closing financial gaps.
  • Strategy Development – Implementing the solutions to achieve the desired outcome.
  • Result – Maintaining the implemented results; assuring confidence that the strategies will work over time.

What this means to you is that Charlie and his team will carefully listen to and respect  your unique situation, help you clarify your goals and objectives, and if planning recommendations are needed, make them with integrity.

The real benefit of working with Charlie and his team is that you will feel taught – not sold, better organized, and more confident in planning the financial security for current and future generations.

For the Closely-Held Business Owner
Because small business owners face different tests everyday, Charlie Prothro enjoys the opportunity to provide value. He specializes in creating business succession solutions that lead to sound conclusions.

Browse through these pages to learn more about Charlie Prothro and his team, and how they work together for the best interest of their clients.

 

 

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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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.