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Professional

After trading S&P futures at the Chicago Mercantile Exchange I decided I needed a career that was more fulfilling. At the Northwestern Mutual Financial Network, I can help my clients make better financial decisions for themselves. It gives me a great feeling to know that I'm assisting people to reach a better place after they have implemented the right solutions for their financial needs. I understand what I do helps people to send their children to college, retire comfortably and protect their lifestyles.

Associations and Memberships

NAIFA

Years of Experience

Representing Northwestern Mutual since 2001.

Education

Degree	Major	Institution
Bachelor of Arts	Broadcast Journalism	Southern Methodist University

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

McBreen, Neubauer & Associates is a marketing name for Joshua S Lerner and is not a broker-dealer, registered investment adviser, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. Joshua S Lerner is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 5215 Old Orchard Rd Suite 1200, Skokie, IL 60077-1088, 847-663-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Hoopis Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Joshua S Lerner is primarily licensed in Illinois and may be licensed in other states.