Jerry Schwaller

Jerry Schwaller

Wealth Management Advisor

  • CLU®
  • CASL®
  • CAP®
  • AEP®
  • CFP®
  • CA License: #0H00853

117 W 2nd St N,
Newton, IA 50208

515-697-4651Visit my website
FINRA BrokerCheck

About my practice

For 19 years, I have focused on creating a holistic planning process. I ensure my clients feel secure with their entire financial plan. In addition to looking at each financial milestone, I also explore the legacy plan for each client. With this holistic approach, I can determine my client’s needs. I come to work today because of these meaningful relationships I have developed.

Get in touch

Northwestern Mutual Agent Form
Are you currently working together?
Are you currently working together?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.


Location

Google Map

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

Northwestern Mutual Website Footer