Professional

Before Charlie Prothro can speak intelligently about the financial security strategies that may be appropriate for you, your family or business, he needs to get to know you.  And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.  Review the experiences and accomplishments of Charlie Prothro:

Mission Statement

 

 

"To teach and inspire my clients to make valuable and fulfilling financial security decisions for the whole of their lives."

—Charles B. Prothro
 

 

After graduating with honors from Wake Forest University, Charlie began his financial services career in January 1982 when he became a financial representative of the Northwestern Mutual Financial Network in Richmond, VA. 

 

Charlie is also now a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and, since 1983, his business has been located in Wichita Falls, TX.

Through the years Charlie has been committed to growing his knowledge and expertise in the estate, financial and investment planning processes.  He has earned the following professional designations:

 

 

CFP®
CERTIFIED FINANCIAL PLANNER™
Experience, Knowledge and Ethical Advice.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® professional certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

 
ChFC® 
Chartered Financial Consultant
Charlie Prothro received his ChFC®  in May 1987 from The American College in Bryn Mawr, PA.

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.

CLU® 
Chartered Life Underwriter
Charlie Prothro received his CLU®  in May 1987 from The AmericanCollege inBryn Mawr, PA.

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.
 

 

Associations & Memberships

 

 

 

Financial Planning Association
Charlie is a member of the Dallas/Ft. Worth Chapter of the Financial Planning Association, whose members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.

North Texas Estate and Financial Planning Council
Charlie is a member of the North Texas Estate and Financial Planning Council  which is local group of professionals who are committed to growing their  knowledge and expertise in the estate and financial planning processes.

Society of Financial Service Professionals
Charlie is a member of the Society of Financial Service Professionals, the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisors.

Association of Advanced Life Underwriting
AALU is a national association of nearly 2,000 advanced life insurance planners who are committed to preserving insurance through political involvement. AALU's members sell and service substantial volumes of life insurance for business continuation, estate and retirement planning, wealth accumulation and transfer, executive compensation, charitable planning, and employee benefits for individuals, families, estates, small businesses and corporations.

NAIFA National Association of Insurance and Financial Advisors (NAIFA)
Charlie is a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members.

Charlie Prothro is a 2007 National Quality Awards qualifier. He has received the award from NAIFA from 1985-2010.

The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

MDRT Million Dollar Round Table (MDRT)
Charlie Prothro is a qualifying/life member of the Million Dollar Round Table (MRDT), (Qualifying/Life Member: 1989-2007; Qualifying Member: 1985-1988; Provisional Member: 1984). MDRT is The Premier Association of Financial Professionals.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

 

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

Wealth Management Advisor

 

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