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

Wealth Management Advisor

Professional

 

Jason started his practice in 2002 as an intern with Northwestern Mutual and has a degree in management information systems and financial planning from Minnesota State University at Mankato.

 

Designations

We feel strongly that in order to be the best advisor for our clients we must continually seek knowledge and hone our craft. We make the commitment to take time to stay up to date with planning techniques and advance our knowledgebase by achieving advance planning designations. Below is an example of that.

ChFC® (Chartered Financial Consultant) The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

CLU® (Chartered Life Underwriter) The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

CASL® (Chartered Advisor for Senior Living) CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement

RICP® (Retirement Income Certified Professional) An RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan, and how to create a sustainable stream of income to last throughout a client’s retirement years.

 

Associations and Memberships

 

National Association of Insurance and Financial Advisors (NAIFA)

Jason is a member of the National Association of Insurance and Financial Advisors . Jason also volunteers on the board of NAIFA.

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Jason has received the National Quality Awards from NAIFA numerous times throughout his career. The National Quality Award was created in 1944. The NQA recognizes advisors whose persistency records indicate competence and dedication to the insurance industry and their clients.

 

Absolute Connections chapter of Business Networking International.

Jason is a member of Business Networking International. The Absolute Connections chapter is a group of over 60 business professionals that get together weekly to be resources for others in the community. Jason has served in a leadership capacity for this organization. To be a member, you must represent yourself in a professional and ethical manner in your business and community. This organization has helped Jason develop multiple relationships with other professionals that can be resources to him and his clients.

 

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