Jerry Schwaller, CLU®, CASL®, CAP®, AEP®, CFP®

Wealth Management Advisor

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

My Mission

My mission is to ease my clients minds with the knowledge that we are working toward financial independence for life and that their families will be on this same path for generations. It is my mission to get to know my clients well enough that I will help them make the same decisons they would make themselves if they had the knowledge I have.  Secondly, my mission involves introducing this opportunity to others so they have the alignment with personal and financial success they deserve.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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