Baji V Puram, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Our Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best client service possible. If you need assistance at any time, please let us know.


 
Surekha Puram

Surekha Puram

Associate Financial Representative
Office 612-758-7655

Surekha is an integral part of Baji’s practice and client’s lives. She partners with each client to advance their financial plan. Working as an extension of Baji himself, Surekha knows and personally understands each client’s plan and helps make sure that it remains relevant to their family’s needs as well as the current economic and tax climate. She helps all of our team members grow and thrive in our practice. As Baji’s Operations Manager, Surekha coordinates underwriting, investment account establishment, and client relations.

Surekha can assist you with the following:

  • Financial Planning
  • Client servicing – insurance and investments
  • Scheduling meetings

Surekha is married to Baji and lives in Edina, Minnesota. She enjoys travelling, spending time with family, reading and solving puzzles.

 
Anna M Sommerfeld

Anna M Sommerfeld

Associate Financial Representative
Office 612-758-7653

Anna was in the banking industry for 15 years, and has a background in private banking.

As an associate financial representative, Anna can assist you with:

  • Insurance accounts, billing, or inquires
  • Client information updates
  • Scheduling a meeting
  • Online access

When she's not at work, Anna enjoys spending time with her family, cooking and baking, and reading.

 
 

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