Scott Scott Schwertfeger, CLU®

Wealth Management Advisor

Professional

Career Path to Northwestern Mutual

While attending the University of Wisconsin-Madison, Scott Schwertfeger was drawn to Northwestern Mutual by the prospect of unlimited opportunity for professional achievement. In 1993, as a sophomore, he joined Northwestern Mutual as a College Intern. While maintaining a full class load for his degree, he was recognized as a member of the second place team for College Interns. Upon graduation in 1996, Scott became a full-time Financial Representative and enjoyed helping clients achieve financial security. In 2009, he was recognized as one of the top 300 Financial Representatives out of a field force of 8,000 Representatives.

In addition to his own practice as a Financial Advisor, Scott also discovered a professional strength in fostering the development of other Financial Representatives. He discovered this talent early in his career as a College Unit Director, where he worked with interns like himself. In 2000, Northwestern Mutual recognized this talent and appointed him to Managing Director of Northwestern Mutual's North Shore Milwaukee office.  Since his appointment, Scott has won the Outstanding Achievement in Recruiting and Sales (OARS) award five times. This award recognizes Northwestern Mutual Managing Directors who do an outstanding job of developing their own practice as well as their District Network Office. In 2009, the National Association of Insurance and Financial Advisors (NAIFA) also recognized Scott’s management talent with the Manager’s Membership Award.

Continued Growth

Continuing to deliver on his commitment to help his clients achieve financial security, Scott Schwertfeger earned his Chartered Life Underwriter (CLU®) designation from the American College.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® , helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For Financial Representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU®  designation symbolizes continuing growth and commitment to professionalism.

Awards and Recognition


2013 Evening of Honors

James A. Schwertfeger Network Composite Award

The award recognizes Scott Schwertfeger for overall excellence in client development and legacy planning.

 
National Quality Award (2001-2007, 2009-2010)
 
The award recognizes persistency and performance
 
National Sales Achievement Award (2001, 2003-2007, 2009-2010)
 
The award recognizes performance
 

Professional Associations

Scott Schwertfeger is involved with the National Association of Insurance and Financial Advisors (NAIFA) as a Board Member for NAIFA Southeast Wisconsin.

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

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

He is a member for the Million Dollar Round Table (MDRT) (2001-2007, 2009-2013). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

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