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


Physicians Nationwide

Staff

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
 
Samuel S Rutherford

Samuel S Rutherford

Investment Assistant
Office 612-758-7659

Sam is not new to the financial services industry. He joined Baji’s team and Northwestern Mutual in the spring of 2012.  He has a background in Financial Planning, and carries two bachelor degrees from Minnesota State University, Mankato. Sam is Series 7, Series 66, and MN Life, Accident & Health and Variable Annuities licensed.

He now handles investments and the paperwork necessary to make them happen.

In his free time, Sam enjoys spending time with his family and friends. He likes working on classic cars and tractors, bowling in tournaments, going for walks, watching new movies, and collecting unique watches.  He also has one younger brother that he likes to disc golf with in the summer.

 
Tara J Krause

Tara J Krause

Investment Assistant
Office 612-758-7677

Tara assists Baji's team with investment analysis of client portfolios.  She is the newest member of Baji's investment team, having joined in early 2014.

 
 

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