Dylan Seubert
Advisor, Personal Office™, at NorthRock Partners
- Role
- Advisor, Personal Officetm, at Northrock Partners at NorthRock Partners
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Dylan Seubert
Integrating more than 12 years of private wealth management and investment advisory experience, I support exceptional families, business owners and non-profit entities with a Personal Office™ experience. Helping clients create more time to focus on their mission and what matters most to them.At NorthRock, we work to support your ambition and unlock your greatest potential. NorthRock delivers targeted, efficient solutions tailored to fit your unique vision. We integrate holistic client services with best-in-class coaching to help our clients live their best lives.Specialties:Cash flow optimization Asset liquidation and distribution Wealth preservation Generational wealth planning
Experience
Advisor, Personal Officetm, at Northrock Partners
Feb 2022 — Present · Appleton, WI, US
Education
MIT Sloan School of Management
Registered Education Program for The Investments & Wealth Institute® CIMA Certification, Investment Management Theory and Practice
2015 — 2015
Yale School of Management
Registered Education Program for The Investments & Wealth Institute® CPWA Certification, Wealth Management Theory & Practice
University of Wisconsin-Milwaukee
Business Administration and Management, General
2005 — 2007
University of Wisconsin-Madison
Bachelor of Consumer Science, Personal Finance
2008 — 2010
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