Chase Werden in

Chase Werden

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Wealth Management Advisor at Northwestern Mutual
📍 Carroll, Iowa, United States

Chase Werden is a Wealth Management Advisor with Northwestern Mutual, specializing in creating holistic financial plans for business owners, physicians, and other professionals. A graduate of Buena Vista University with a degree in political science, people who have worked with him describe him as outgoing and friendly.

Outside of his professional role, Chase is involved in his local community of Carroll, Iowa. Public records indicate his participation in local city government meetings, suggesting a commitment to civic engagement and the development of his community.

Unique fact: Chase launched his financial advisory career with Northwestern Mutual while he was still finishing his undergraduate degree.

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Experience
12 Years
Current Role
Wealth Management Advisor
Location
Carroll, Iowa, United States
Personality Overview

How Chase shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chase cares about

Holistic Planning
His professional focus is on creating holistic financial plans tailored to the unique situations of professionals, business owners, and families.
Client Empowerment
He expresses a passion for empowering his clients to feel secure in their financial future while enjoying their present.
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Career

Work history

6-2016
Wealth Management Advisor
Northwestern Mutual
1-2016 - 6-2016
College Financial Representative
Northwestern Mutual
6-2013 - 2-2015
College Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
2012 - 2016
Bachelor of Arts (B.A.)
Buena Vista University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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