Scott Schwertfeger
Wisconsin School of Business
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Scott Schwertfeger is a highly experienced finance professional with over 30 years of work experience. He has a strong background in investments and has worked as a Managing Director and Wealth Management Advisor at Northwestern Mutual. Scott's career path has led him to become a full-time Financial Representative and helped clients achieve financial security. He is also a Mutual Company vs. Stock Company, providing resources and research on strategic long-term planning. Scott's mission is to help his clients achieve their financial security.
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About
In 1993, as a UW - Madison sophmore, he joined Northwestern Mutual as a College Intern. While maintaining a full class load for his degree, he was recognized as a member of the second place team for College Interns. Upon graduation in 1996, Scott became a full-time Financial Representative and enjoyed helping clients achieve financial security. Since Scott's inception with Northwestern Mutual, his career path has led him from Financial Representative to Financial Advisor and ultimately to Wealth Management Advisor. As a Wealth Management Advisor, Scott focuses on intergrating a client's insurance planning with their investment planning. Scott's competitive advantage is the fact that he is contracted with a Mutual Company vs a Stock Company. Northwester Mutual provides the resources and research that focus on Strategic vs. Tactical long term planning. As Scott takes his cleints through the process, regular updates and reviews provide continuity to his clients long term financial secuirty. Scott's mission is to be the catalyst to assist my clients in achieving their financial security.
...See MoreWork Experience
Wealth Management Advisor
Financial Services
Scott Schwertfeger's Professional Milestones
- Wealth Management Advisor (1993-01-01~): Streamlined investment planning processes, increasing efficiency and accuracy in information retrieval and analysis.
Education
Skill
Finance
Investments
Certification
Colleagues
Nicholas Tedford
Owner
Heather Viniar
financial advisor owner of ignite your sunshine
Haley McElroy
Owner
Armoni Harris
financial advisor | field director | college unit captain | business owner | advocate | leading others and their families to a stable financial future
Sherry lane
Owner, Northwestern Mutual Financial Network and Marketing and Advertising Specialist
Other Named Scott Schwertfeger
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Scott Schwertfeger's social media include: Linkedin,
Scott Schwertfeger works for Northwestern Mutual
Scott Schwertfeger's role in Northwestern Mutual is Wealth Management Advisor
Scott Schwertfeger works in the industry of Financial Services
Scott Schwertfeger's colleagues are Nicholas Tedford,Heather Viniar,Haley McElroy
Scott Schwertfeger's latest job experience is Wealth Management Advisor at Northwestern Mutual
Scott Schwertfeger's latest education in Wisconsin School of Business