Zachary Schlegel

Wealth Management Advisor @Northwestern Mutual

Edina, MN, US

First as a client, now as an advisor, I have long been a proponent of the Northwestern Mutual network. With a robust range of insurance offerings and the flexibility to build custom investment portfolios, Northwestern Mutual supports my ability to offer clients a focused, tailored experience that fits their unique needs and goals. When it comes to selecting a financial planner, attention to detail is critical. I take the time to understand my clients’ big-picture goals so that we can work together to align the best tools and strategies to support their unique visions. When we meet, my clients and I discuss where they are today and where they hope to be in the future. Then, we can begin to build a strong path forward. Deeply curious and fueled by challenge, I am continually seeking opportunities to learn and grow so that I can better serve my clients. Throughout my career, I have always been a connector of people and cultivator of lasting relationships. I take my clients’ trust very seriously and work hard to provide informed guidance, no matter the challenge at hand. While I am happy to work with early- or mid-career professionals, my practice is uniquely suited to help clients who are or will soon be transitioning out of the workforce. Consequently, much of my work focuses on legacy planning, wealth distribution, and retirement. In contrast to other chapters of life, pre- and post-retirement are often full of many complex financial decisions. I am passionate about helping my clients navigate this unique season with clarity. If you’d like to learn more about my practice, please visit my website: zacharyjschlegel.nm.com. You can also reach out to me directly to begin a conversation about your financial future. z••••••••@nm.com65••••••53zacharyjschlegel.nm.com

Bethel University

Bachelor of Science - BS, Kinesiology and Exercise Science