Chuck Wierschem
Wealth Management Advisor|CFP®, CLU®
Professional
While growing up, Chuck Wierschem always had a dream of owning his own business as well as an inherent desire to help people. Being financially secure is very important to most people and Chuck enjoys helping them to attain this security. Throughout the planning discussion, Chuck strives to know his clients and analyze their situation, advising them as if it was his own family or business.
Chuck believes that it was a blessing to come across Northwestern Mutual at such an early point in his career. He believes that the attitude of Northwestern Mutual is in line with his own attitude in life... "to always do what is right for the client!" Chuck cherishes the relationships that have been built with his current clients and looks forward to building many more new relationships during his career.
Awards and Recognition
- Million Dollar Round Table (MDRT) Qualifying Member (2011-Present)
- Life Impact Award (2008-Present)
- Lives Award - Top 100 (2008, 2010-Present)
- National Quality Award (2006-Present)
Designations
Chuck Wierschem has earned his CFP® and CLU® designations.
The CERTIFIED FINANCIAL PLANNERTM certification is one of the most recognized financial planning marks in the world. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Since 1927, the Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice.
Years of Experience
Representing Northwestern Mutual since 2003.
Education
Wisconsin Lutheran College - Finance (Bachelor of Business Admin.)
Memberships
Million Dollar Round Table (MDRT)
Chuck Wierschem is a Million Dollar Round Table Member. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Education Planning & Funding
Retirement Planning & Income Strategies
Business Planning
Personal
Chuck Wierschem has been a lifetime resident of Wisconsin. Chuck has two loving parents, Tom and Becky, and three sisters. In 2005, Chuck married Michelle. Chuck and Michelle have been blessed with two amazing children, Madysen and Jack. The Wierschem Family resides in Jackson, WI. Chuck looks forward to watching Madysen and Jack grow up to build lives of their own.
In his free time Chuck enjoys spending time with his family and friends, watching Madysen's and Jack's many activities. Chuck enjoys golf, poker, and fishing. Chuck is a fan of the Brewers, Packers, and Bucks, and he is an avid collector of Paul Molitor memorabilia. Chuck looks forward to spending his time traveling with Michelle and eventually spoiling his grandchildren.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Kettle Moraine Lutheran High School
I serve on the Executive Board and Board of Directors with Kettle Moraine Lutheran High School.
Bethlehem Evangelical Lutheran Church
I serve as President, Service Overseer, Communion Assistant, Church Council, and Endowment Committee at Bethlehem.
Junior Chargers Softball & Baseball
I serve as coach on Jack’s Junior Chargers baseball team.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
