Michael Louis Putterman

Current Employers

Employment History

• 12/2019 → 02/2020
  Unemployed
  Milwaukee, WI
• 03/2020 → 07/2022
  Northwestern Mutual
  Milwaukee, WI
• 07/2022 → Present
  Dream Bigger Financial, Llc
  Milwaukee, WI
• 07/2014 → 12/2019
  Roundys/Kroeger
  Milwaukee, WI

Other Businesses

Life and Disability Insurance: Michael Louis Putterman is a licensed insurance agent. The Insurance Consultation service provides a comprehensive package with various inclusions. It begins with a 30-Minute Strategy Session followed by a review of the individual's current Disability Insurance and Life Insurance coverage. A one-page analysis of the existing coverage is provided, along with recommendations where necessary. Additionally, assistance is offered in purchasing Disability Insurance and Life Insurance policies. Commission rates ranging from 50% to 110% based on the first year's premium are applicable, depending on the specific insurance product chosen. Student Loan Consultations: Michael Louis Putterman provides Student Loan Consultations as a comprehensive service. The package includes a 1-hour Strategy Session covering a thorough review of the individual's current student loan situation, discussions on consolidation options, and determining the most suitable Income-Driven Repayment Plan. Additionally, there's an evaluation of eligibility for Public Service Loan Forgiveness (PSLF) with guidance on the application process. Critical deadlines and opportunities to optimize student loan benefits are explained. A concise one-page analysis is provided, offering clear recommendations and actionable steps based on the individual's specific circumstances. The cost is a one-time $299 fee due at the end of the engagement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-16
• S63 Uniform Securities Agent State Law Examination
  2020-10-23

Designations

Other Names

• Michael Putterman