Professional

Jerod Spaeth's Mission

Jerod Spaeth’s mission is to understand his clients’ unique financial goals, help solve their complex financial issues, and execute tailored solutions with discipline and focus.

Jerod has been part of the Northwestern Mutual - Downtown Milwaukee office since 2003; his first job after college gave him the perspective he needed to determine that he would be more successful and satisfied with a career where he could help people in a more impactful way, as well as have more control and flexibility. He began his career with the Northwestern Mutual as an Investment Specialist and has successfully transitioned to a Wealth Mangement Advisor with a thriving practice.
 
Jerod  is dedicated to making sure he has all of the answers his clientele needs; to help him achieve this goal, he has earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC) designations.
 
Jerod  is motivated by helping others succeed and enjoys being part of several business organizations that are dedicated to the same goal. Jerod  is involved in the business community as an active member of the following organizations:
 
  • Marquette University Alumni Association is dedicated to serving the needs of the positively affect the Marquette community and fostering strong university connections among all alumni.
  • National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide through its federation of over 900 state and local associations.
  • FUEL Milwaukee is an economic development initiative of the Metropolitan Milwaukee Association of Commerce ( MMAC). The MMAC works to strengthen the region's economy with strategies to attract and retain quality jobs and top talent. FUEL is the leading organization addressing talent attraction, retention, and engagement for the MMAC and Milwaukee 7.

Education

Business Administration degree in Finance from Marquette University

Jerod T Spaeth, CFP®, CLU®, ChFC®
Wealth Management Advisor


Spaeth Barrett Group

 

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