Tampa, FL|Local Classified|Other|
Northwestern Mutual's Kyle Menke Recognized in Multiple Forbes Annual Financial Advisor Lists
TAMPA, FL. December 22, 2025 – Northwestern Mutual Greater Tampa Bay announced today that Wealth Management Advisor Kyle Menke has been recognized on the prestigious Forbes America's 2025 Top Financial Security Professionals Best-in-State and the Top Next-Gen Wealth Advisors Best-in-State lists.
The Forbes Top Next-Gen Wealth Advisors lists recognize leading financial advisors under the age of 40 – at both the national level and by state – who provide holistic financial planning for their clients. They are selected based on a variety of factors, including revenue trends, assets under management, compliance records, industry experience, and those who reflect the highest standards and best practices.
"This accolade rightly acknowledges our top advisors, like Kyle and reinforces Northwestern Mutual's commitment to cultivating the next wave of financial professionals," said Kevin O’Connell, managing partner, Northwestern Mutual, Greater Tampa Bay. “Trusted advisors like Kyle are assisting their clients in crafting comprehensive financial plans tailored to their individual goals. Kyle’s planning approach, integrates insurance and investment solutions, is gaining significant traction in the marketplace due to its focus on achieving superior long-term financial results.
The Forbes Best-in-State list recognizes top-performing financial advisors who provide holistic financial planning for their clients. Honorees are selected using a broad set of criteria that includes production and premiums, death benefits, assets under management, client-related trends, such as persistency rates, and more.
Northwestern Mutual's award-winning training and leadership development program provides ongoing education to its 8,500+ financial advisors nationwide, helping them secure new licenses, enhance their capabilities, and build their practices.
To achieve its mission to help more Americans build financial security, Northwestern Mutual aims to grow its field force of financial advisors in 2025, with an ambitious goal of recruiting 5,000 advisors by year-end.