Doug Erhard, CFP®, ChFC®, CLU®

Wealth Management Advisor

Professional

I started my career with Northwestern Mutual in 1985 after a short stint in the retail business after graduating from the University of IIlinois with a B.S in Finance.  My brother Keith referred me to the business and he is a Managing Partner in West Des Moines, Iowa. 

Focusing on building long-term relationships based on integrity, knowledge and commitment is important to me. I listen to what is important and design a strategic plan.

I have a deep passion to help people with their most amazing future and am able to feel the satisfaction of knowing that I have helped many families and businesses feel good about their personal and professional future.

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CFP®
CERTIFIED FINANCIAL PLANNER™

The CERTIFIED FINANCIAL PLANNER™ (CFP®) 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® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU®
Chartered Life Underwriter

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.

ChFC ®
Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation prepares professionals to perform comprehensive financial planning for their clients. This designation focuses on the financial planning process as an organized way to collect and analyze a client’s financial situation, identify and establish specific financial goals, and formulate, implement and monitor the plan that will achieve clients’ financial goals.

CLTC
Certified in Long Term Care

The "Certified in Long-Term Care" (CLTC) designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.  Students learn how to mitigate these consequences by developing a plan to protect their clients and their families

Education

Bachelor of Science in Finance from the University of Illinois

Associations and Memberships

Life Member University of Illinois Alumni Association

Member University of Illinois Foundation President's Council

Past Director for the University of Illinois Alumni Association

Past President of Campus Alumni Advisory Board

Past President of Champaign County Illini Club

Past President of National Association of Insurance and Financial Advisors

Past President of Eastern Illinois Estate Planning Council

 

 

 

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