Scott Schwertfeger, CLU®

Financial Advisor
Scott Schwertfeger

Office: 414-389-8930 ext 34

500 W Silver Spring Dr
Ste K-290
Glendale, WI 53217-5057

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The Road to Financial Security

Scott Schwertfeger realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

Scott Schwertfeger acknowledges and appreciates that no two clients are alike, so his first priority always is a conversation. Scott’s goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, he continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.

Learn more about Scott Schwertfeger and his team and how they can serve you. 

Finding Cures for
Childhood Cancer

Scott Schwertfeger and the Scott Schwertfeger Group sponsored Hole #1 in the "I Back Jack" Golf Outing. "I Back Jack" is a non-profit organization, working to find cures for neuroblastoma, which typically affects infants and children. To learn more, please visit Scott's Community Involvement page.

The Business Corner

If you own or operate a business, Scott Schwertfeger recommends the following articles:

Click here to read additional articles.

With a focused expertise on the business owner, Scott Schwertfeger can provide guidance for any stage of your business:

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual's performance ranks relative to the competition. In times like these, it's nice to know that Northwestern Mutual isn't just strong -- it's consistently strong.

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My Mission

"My mission is to be the catalyst to assist my clients in achieving their financial security."

 A Career as a Financial Representative

Scott Schwertfeger is also the Managing Director for the Scott Schwertfeger Group, a District Network Office for the Northwestern Mutual Financial Network located in Glendale, Wisconsin.

To learn more about a career as a Financial Representative, visit The Scott Schwertfeger Group. 

Northwestern Mutual In The News

Dividend Announcement
Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Find out How We Determine Dividends.

Northwestern Mutual Receives "Best Possible Ratings"
The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more

Managing Your Money In A Downturn
Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn.

Read the article (PDF).