Baji V Puram, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

Professional

Our mission is to develop enduring relationships with our clients by providing expert guidance for a lifetime of financial security.  "Financial Security" means bringing to our clients the feeling of confidence that they will reach their goals through the actions they are taking today; actions that are based upon a process that integrates both insurance and investment products.  It is an integral part of our investment philosophy.

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions. http://youtu.be/9qAsk7rSbLk


Associations and Memberships:

  • Past Treasurer, The Columns Resource Group Foundation Inc.
  • Past Secretary, The Telugu Association of Minnesota
  • Trustee, Hindu Society of MN
  • Member, Minnesota Public Radio
  • Member, Twin Cities Public Television
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
     

Awards, Recognition, & Certifications:

  • Baji has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations
  • Million Dollar Roundtable Qualifying Member 1999, 2001-2008,
  • Million Dollar Roundtable Qualifying/Life Member 2009-2016
  • Million Dollar Roundtable Honor Roll
  • Million Dollar Roundtable Court of the Table, 2015-2016
  • Jack J. Brown Award winner
  • Life Impact Award winner - Central 2001, 2003-2009, 2011-2014
     

Physicians Nationwide

Baji Puram is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.


Minnesota-TiE

minnesota.tie.org

Baji Puram is a Charter Member of MN-TiE. The Indus Entrepreneurs, (TiE), fosters entrepreneurship globally through mentoring, networking, and education. Dedicated to the virtuous cycle of wealth creation and giving back to the community, TiE’s focus is on generating and nurturing our next generation of entrepreneurs. With 13,000 members, including over 2,500 charter members in 57 chapters across 14 countries, TiE hosts a wide range of programs and events.

Baji recently spoke at the MN-TiE annual meeting about his involvement with the organization, and how it has impacted him to help other entrepreneurs.

       

 

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