Professional

Joey has represented Northwestern Mutual since 2011. He is passionate about helping his clients to build and achieve their financial dreams and in helping new financial representatives grow and develop a business and life they wouldn't trade for anything.

He believes that he and his team can dramatically impact the Coeur d’Alene community and others across the country in regards to their financial security, but he knows that his influence in leading others can have a multiplier effect on that impact.

"Far too often we trade passion and purpose for security and contentment, and that's not my style. My purpose is to help others live life courageously." - Joey

As our robust economic environment grows, the capabilities and knowledge of the team you partner with also need to grow. Joey's team is dedicated to professional growth. Joey has successfully acquired his CLU® designation from the American College. Joey also holds a CERTIFIED FINANCIAL PLANNER™ certification through the Certified Financial Planner Board of Standards. He is always looking for ways to invest in himself and his team.

Education & Designations

  • Bachelors of Science in Finance, University of Idaho
  • Series 7
  • Chartered Life Underwriter (CLU®) designation*

*Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification**

**CERTIFIED FINANCIAL PLANNER™ professionals must meet the highest requirements in the industry in terms of ethics, education, experience and exam. CERTIFIED FINANCIAL PLANNER™ professionals are often seen as the gold standard among financial advisors.

 

Associations and Memberships 

NAIFA (National Association of Insurance and Financial Advisors) is a national nonprofit organization promoting ethical conduct and sound business skills. It is one of the nation's oldest and largest financial services associations. It's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Awards

  • Inland Northwest Top Rookie of the Year 2013
  • Inland Northwest Top 10 Producer - 2015 to present
  • Bronze Award 2012-2013
  • Silver Award 2013-2014
  • Gold Award 2014-2015
  • Platinum Top 50 Award 2015-2016
  • Pacific Northwest Leaders Summit Platinum Category Leader 2016

 

 

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2017-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2014-2016, 2018

Award recognizing commitment to excellence in service to clients and industry

Joey Meehan, CLU®, CFP®

Financial Advisor

 

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