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

Wealth Management Advisor

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.

 
Colt Miller

Colt Miller

Office 612-758-7600

Just like a successful fitness program, it is critical to create healthy and consistent financial habits to give your financial plan the energy and strength it needs to grow, thrive and perform to its fullest potential for your short, mid and long term goals

I’ve been happily married for 7 years to my wife Rebecca and we have a beautiful 2 year old daughter, Scarlett with 2 energetic boxer dogs. We spend most of our time with family and friends and enjoy traveling when possible.

 
Morgan Muldoon

Morgan Muldoon

Office 612-758-7600

Morgan Muldoon is a graduate of Gustavus Adolphus College and was born and raised in Minnesota. She has recently moved to Eagan, MN and enjoys discovering all of the new things the Twin Cities area has to offer. Morgan enjoys traveling and learning about the culture and history of the places she visits. She likes to read books of all genres and is always interested in any recommendations.

 
 

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