Gunnar Davis - Financial Advisor

Helping young professionals, blue collar workers and families build a financial roadmap to success.

07/23/2024

Happy to be back in Milwaukee for Northwestern Mutual’s annual meeting. A few days of learning and celebrating accomplishments is always something to look forward to in late July!

06/25/2024

Another year of supporting Alex’s Lemonade Stand and Blank Children’s Hospital in the books!

Always such a fun event to raise a ton of money for a great cause. Looking forward to next year!

06/10/2024

Always fun playing in the Uri Sellers Memorial Foundation golf outing back home in Monroe. When I graduated from high school, I was lucky enough to win one of the scholarships, which went toward my education at Simpson.

For each of the past three summers, I've sponsored a hole and donated back to the cause – which has given scholarships to 56 different students over the last 28 years! Already looking forward to next year.

Unstoppable strength: 2023 Annual Report 04/30/2024

Northwestern Mutual’s annual report is out. Some highlights?

➡️ Still America’s largest life insurer
➡️ Industry’s largest dividend payout ($7.3B expected)
➡️ Rising investment leader

Unstoppable strength: 2023 Annual Report Access the Northwestern Mutual 2023 Annual Report here. Throughout our more than 160-year history, we've done what's right and honored our promises.

03/21/2024

I'm beyond proud to share that Northwestern Mutual was named the “Best Overall” life insurance company in the first-ever ranking from TIME Magazine’s new personal finance vertical called TIME Stamped. I’m so grateful that I work with a company that genuinely looks to take care of people and helps so many reach their financial goals: http://spr.ly/6180kNIXp

Photos from Gunnar Davis - Financial Advisor's post 12/28/2023

Taking the time to reflect on 2023, and what a year it was! Obviously, in this profession, numbers are a big point of emphasis. So, here are a few personal and professional numbers that stood out from an amazing year.

💯 - This year, we crossed the 100 household mark. Meaning, my team and I give financial planning clarity in some capacity to over 100 different households. I feel very attached to my purpose of serving others - and I'm very excited for the next 100!

2️⃣ - My wife and I found out this year that baby number 2 is on the way. We are expecting our girl to arrive at the end of February! Bennett has no idea what's about to hit him... (neither do we😅).

2️⃣7️⃣9️⃣ - In October, I was chosen to be apart of the 279th class of Northwestern Mutual's Fastrack Academy. I've shared a little about this already, but the trip to Milwaukee only re-affirmed my belief in what we do, how we're different, and why I do what I do.

Excited to continue to serve my clients and level up this year. Cheers to an even better 2024!

12/13/2023

When the unexpected strikes, it helps to have a plan. I’m here to help you feel secure, no matter what life throws your way. DM me today to get started.

11/20/2023

Some of the most memorable experiences don’t cost a dime, but it’s still important to reassess your financial plan towards the end of the year. Ready to get started? Reach out today.

11/10/2023

Remember that every dream visualized is a step closer to reality.

I’m here to help transform your financial goals into achievements. Ready to reflect and project? Reach out, and let's look ahead to 2024 together.

Photos from Gunnar Davis - Financial Advisor's post 10/30/2023

Had the unbelievable experience of attending Northwestern Mutual's Fastrack Academy last week in Milwaukee. 59 of the nation's top advisors and reps early in their careers gathered for a week of learning and growth. Very excited to get back to the business and implement what I've learned!

10/26/2023

A health savings account (HSA) and flexible spending account (FSA) are similar. Both let you put pre-tax dollars toward qualified medical expenses. But they have key differences. Reach out to me for more clarity on which may be more right for you.

10/23/2023

Very excited to be back in Milwaukee for Fastrack! Looking forward to the week of growth and learning how to effectively serve the people I work with even better.

How Much Does It Cost to Have a Baby? 10/09/2023

As your family grows, you want your wealth to grow, too. As you plan to expand your family, reach out if you need help preparing for what lies ahead.

How Much Does It Cost to Have a Baby? Though that new baby is priceless, there are some costs you’ll need to prepare for.

09/29/2023

We’re proud to announce our 2024 dividend payout — an expected $7.3 billion. Our largest-ever.

Our ongoing financial strength allows us to thrive for the benefit of our policyowners through all economic conditions. Get more details: http://spr.ly/6181uH8mN

09/25/2023

Did you hear? Student loan payments are starting up again. I know, not fun. But if you’re worrying about your budget and how to deal with this new expense, don’t. Reach out and I’ll show you how to budget for this payment without sacrificing your current lifestyle.

09/08/2023

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6188PW6ae

08/28/2023

Understanding your financial motivation is the first step to achieving your goals. What drives you to take control of your financial future? I can help you build a plan that supports what inspires you.

08/14/2023

I know—nobody needs higher prices on notebooks, pencils, and pens. So, here’s one way to ace the back-to-school shopping test: before buying, look in closets and drawers. You might have more school supplies than you thought. For more tips, check here http://spr.ly/6188PeITp

07/27/2023

From tiny steps to big dreams, let's set up a savings plan for their journey and yours. No better time to start than right now.

07/24/2023

Great to be back in Milwaukee this week for Northwestern Mutual’s Annual Meeting!

07/24/2023

Let’s do something silly for a great cause. I’m thrilled to be part of the , and I hope you’ll do it too.

Here’s how:
1) Take a photo or video of you balancing a lemon on your head
2) Share it on social media with the tags Alex's Lemonade Stand Foundation & Northwestern Mutual
3) Challenge friends, family, and coworkers to do the same

Ready?

07/12/2023

If you are passionate about something, pursue it. I’m ready to help build a financial roadmap to turn your dreams into reality.

*Source: Northwestern Mutual Great Realization 2022 Study

06/29/2023

Awesome supporting Alex’s Lemonade Stand and Blank Children’s Hospital on Monday at The Legacy Golf Club.

This is my second year participating, and we had a ton of fun. On top of that, the event was able to raise $60,000, which is the highest total to date! Already looking forward to next year!

06/19/2023

Want me to let you in on a little secret? No matter how far along you are in meeting your goals, I can help you get there faster and with more clarity and ease. Contact me to get started!

05/30/2023

For over a year now, I’ve been running a financial planning business through Northwestern Mutual helping amazing people achieve their goals.

As I continue to grow with the people I work with, I want to be more active on social media. I’m excited to bring my professional page to life!

If we don’t already work together, I’d be happy to sit down and get to know you better. In the meantime - here’s a picture of my favorite dude visiting the office last week 😄

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