Jerod Spaeth
Wealth Management Advisor at Amplify Wealth Partners
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jerod Spaeth
I am a Wealth Management Advisor with Northwestern Mutual Wealth Management Company (Amplify Wealth Partners), which offers high quality investment and wealth management services for high net worth clients. My mission is to develop enduring relationships with my clients by providing expert guidance for a lifetime of financial security. I can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, call me at 86••••••53 or visit my company\'s website at
Experience
Wealth Management Advisor
Oct 2003 — Present
Spaeth Barrett GroupI am dedicated to helping clients in an impactful way and motivated by helping others succeed. Through continuous learning and growing aided by my team, we aim to ensure our clientele always has the best resources available.EDUCATION AND PROFESSIONAL DESIGNATIONS:Bachelor of Business Administration in Finance from Marquette UniversityCERTIFIED FINANCIAL PLANNER™ (CFP®) Professional CertificationChartered Life Underwriter (CLU®) DesignationChartered Financial Consultant (ChFC®) Designation
Education
Marquette University
Bachelor of Science (B.S.) Business Administration
1998 — 2002
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