Professional

Statement of Purpose

Our mission is to serve our clients. Our hope is to earn our clients' trust by always acting in their best interest. Our value is to offer simple solutions to complex financial problems. Our drive is the pursuit of excellence, seeking personal growth through listening and understanding. Our reward is helping successful people of like values and good character to align action with intention. Our gratitude is for the gifts and talents we have been given by Almight God.


Geoff Stalker has been a part of the financial services industry with The Northwestern Mutual since 1996. He has earned the following registrations and certifications:

  • Securities Registrations: Series 6, 63, 66, and 7
  • Licensed producer for Life, Health and Variable Contracts

Education

University of Kansas, Bachelors Degree - 1991


Geoff Stalker has earned the following industry designations:

            CLU® - Chartered Life Underwriter - 2008

The CLU® designation is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

            ChFC® - Chartered Financial Consultant - 2014

Those who earn the ChFC® designation are prepared to meet the advanced financial planning needs of individuals, professionals and small business owners. Designees have a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

CRPS - Chartered Retirement Plans Specialist - 2012

Individuals who hold the CRPS designation are knowledgeable in the design, installation, maintenance and administration of retirement plans.  For Financial Representatives like Geoff Stalker, the CRPS® designation allows them to synthesize and apply complex concepts to real-life situations.

Associations, Memberships & Awards

Geoff Stalker is a member of The National Association of Insurance and Financial Advisors (NAIFA), (1996 – Current). Geoff Stalker served as the Past President of the local Wichita Chapter (2014 - 2015).

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional assocation, and its focus is to help protect your business, help you grow your business and promote ethical business conduct.

Geoff Stalker has received the NAIFA National Quality Award (NQA) every year since 1999.

NQA 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 the client’s needs.

 

Geoff Stalker is a member of the Million Dollar Round Table (MDRT) (2006, 2008 – Current)

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:

To be a valued, member-driven international network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

Geoff Stalker is a Financial Representative Association (FRA) Field Delegate.

FRA was organized in 1908; the FRA provides the organized, corporate structure through which financial representatives can help improve the system.  FRA provides a consistent, unified voice in representing the issues for the benefit of all concerned.  FRA field delegates, committee members and board members are Northwestern Mutual (NM) financial representatives who volunteer their time and talent. 

Regulatory Review

Geoff Stalker and his team encourage that anytime you work with a financial professional, you should review their background. Please review the following links:

FINRA: http://brokercheck.finra.org/. The Financial Industry Regulatory Authority (FINRA), is the leading non-governmental regulator for all securities firms doing business with the United States public. FINRA oversees about 4,040 firms employing nearly 638,020 registered representatives. The report summary provides an overview of the borker's professional background and conduct. Please press the "vies full PDF report" button.

http://www.ksinsurance.org/. The Kansas Department of Insurance - Finding a Company or Agent Search website shows what insurance firms the advisor works with.

Geoff A Stalker, CLU®, ChFC®, CRPS®

Wealth Management Advisor

  • Office 316-260-6061
  • Fax 316-462-0656
 

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