Chuck Wierschem, CFP®, CLU®

Financial Representative

Professional

While growing up, Chuck Wierschem always had a dream of starting and building his own practice as well as an inherant desire to help people.  Being financially secure is very important to most people and Chuck enjoys helping them to attain this security.  Through a personal planning analysis, Chuck strives to know his clients and analyze their situation, working with them and advising them as if it was his own family or business.

Chuck believes that it was a blessing to come across Northwestern Mutual at such an early point in his career.  He believes that the attitude of Northwestern Mutual is in line with his own attitude in life, "...to always do what is right for the policyowner!"  Chuck cherishes the relationships that have been built with his current clients and looks forward to building many more new relationships during his career. 


Awards and Recognition

  • Million Dollar Round Table (MDRT) Qualifying Member (2011-Present)
  • Life Impact Award (2008-Present)
  • Lives Award - Top 100 (2008, 2010-Present)
  • National Quality Award (NQA) Recipient (2011-Present)
  • National Quality Award (NQA) (2006-2010)

Designations

Chuck Wierschem has earned his CFP® and CLU® designations.

The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Since 1927, the Chartered Life Underwriter (CLU®designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.


Memberships

Million Dollar Round Table (MDRT)

Chuck Wierschem is a Million Dollar Round Table Member. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with 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.

National Association of Insurance and Financial Advisors (NAIFA)

Chuck Wierschem is a National Association of Insurance and Financial Advisors Member. NAIFA is the oldest, largest, and most prestigious association representing the interests of insurance professionals located in the United States.

Founded in 1890, NAIFA protects and promotes the critical role of insurance in a sound financial plan, advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes ethical conduct of its members.

 

Years of Experience

Representing Northwestern Mutual since 2003.

Education

Degree Major Institution
Bachelor of Business Admin. Finance Wisconsin Lutheran College
 

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