August P Richter, LUTCF

Financial Representative

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 

Beatrice E Klein

Office 920-739-1155

Bea has been in the financial services industry since 1959, over 55 years!  Her most recent position before joining Augie was Vice President & Account Executive at Associated Wealth Management, part of Associated Bank.  She joined Augie in 2012, bringing with her those many  years of expereince in matching her clients with the correct investment products  Her most recent focus has been in the field of annuities, striving to get her conservative clients good rates of return in the current atmosphere of low interest rates.

Bea has a particular passion for customer service, believing it is the key to success.  Her motto is simply to "be the best in the world at what you do".

 

Steven P Lankton

Office 920-684-5722

Following a 36-year career as a chemical engineer at UOP, now a Honeywell company located in the Chicago area, Steve retired to Manitowoc and joined Richter's team in 2013.  Steve's primary role in the office is running Northwestern Mutual's proprietary Personal Planning Analysis (PPA) software, an industry-leading tool for financial analysis and planning.  After clients complete a confidential questionnaire summarizing their current assets and goals for the future, Steve prepares a PPA report showing how things look, including any gaps that need to be addressed.  The PPA is updated and reviewed with the client on an annual basis at a minimum, and more frequently if desired.

Steve has his life and health insurance licenses, including long term care insurance.  He stays up to date with the latest thinking on the retirement planning topics, with both online courses and off-site seminars.

Steve's primary activity outside Northwestern Mutual is fundraising for the local Wisconsin Maritime Museum.

 
 

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