Chuck Wierschem, CFP®, CLU®, RICP® in

Chuck Wierschem, CFP®, CLU®, RICP®

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Wealth Management Advisor at Northwestern Mutual
📍 Greater Milwaukee, United States

Chuck Wierschem is a Wealth Management Advisor with Northwestern Mutual, holding both Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. A graduate of Wisconsin Lutheran College, he focuses on a comprehensive planning process to help clients achieve their long-term financial goals.

His stated mission is to help people achieve "financial piece of mind" through a dedicated and holistic financial planning process.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
Greater Milwaukee, United States
Personality Overview

How Chuck 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 Chuck cares about

Comprehensive Financial Planning
This is the core of his professional mission, focusing on helping clients identify their needs, goals, and dreams to implement effective strategies.
Tax Law Changes
He actively shares content about evolving tax laws, like the Tax Cuts and Jobs Act, to help clients navigate changes and update their financial plans.
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Career

Work history

6-2003
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2009 - 2011
Certified Financial Planner
The American College of Financial Services
2005 - 2008
Chartered Life Underwriter
The American College of Financial Services
2000 - 2003
Bachelors of Business Administration
Wisconsin Lutheran College
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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