Jason Steven Rognrud, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor

Our Mission

“To provide customized financial planning for families and closely held businesses. We partner with our clients to help navigate their financial future while building lifelong relationships based on their values, vision and goals.”

Planning for Financial Security with Northwestern Mutual

Building a secure financial future is like building a custom home: it takes a trusted architect and a solid plan that suits your unique needs. At Northwestern Mutual our unique financial planning process includes:

  • Identifying your goals
  • Developing a personalized plan
  • Implementing your plan
  • Managing and reviewing your plan

Watch this video to find out how a comprehensive, personalized financial plan can help you achieve the future you’re dreaming of.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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