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.

 

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

Wealth Management Advisor

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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