Walter John Roth, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

Professional

As a Wealth Management Advisor with Northwestern Mutual, I work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality.

I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, we can provide innovative solutions and professional direction to help you accomplish you objectives.

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Education

  • B.S. Economics University of Wisconsin Stevens Point
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Chartered Advisor for Senior Living (CASL®)
  • Certified Long-Term Care (CLTC)

 

Member

  • Million Dollar Round Table (2015)
  • National Association of Insurance and Financial Advisors (NAIFA)

 

Recognition

  • Financial advising and qualification award
  • 2016 - 2018 NAIFA Quality Award
  • Million Dollar Round Table
  • Bronze Award
  • Silver Award
  • Gold Award
  • Platinum Award
 

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