My 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

Financial Representative Assistant
Office 612-758-7653

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

As a financial advisor assistant, Anna can assist you with:

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

Anna enjoys spending time with her family, cooking and baking, and reading.

 

David C Riewe

Office 612-758-7600

Dave came onboard Baji’s team in the Summer of 2019.

His specialty is Investment Operations.  After 10 years as a High School history teacher, Dave has been in the securities business since 2003.

Dave is licensed with the Series 7, 66, and 24 as well as the Minnesota Life, Accident and Health Insurance License with Variable Lines.

Dave can assist you with:

  • Opening and servicing brokerage accounts
  • Research and recommendations on investment strategies

Dave lives in Northeast Minneapolis and usually walks in to work.

In his spare time Dave enjoys travel in his camper trailer and photographing Minnesota State Parks.

 

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

Wealth Management Advisor

 

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