Jason Rognrud in

Jason Rognrud

Login to view DISC.
Wealth Management Advisor/Founder - Docklight Financial - Northwestern Mutual at Docklight Financial
📍 Greater Minneapolis-St. Paul Area, United States

Jason Rognrud is a Wealth Management Advisor and the Founder of Docklight Financial with Northwestern Mutual. A CERTIFIED FINANCIAL PLANNER™ and Wealth Management Certified Professional® from Minnesota State University, Mankato, he is described by others as professional, knowledgeable, and a trusted advisor in achieving financial goals.

He is passionate about forming deep personal connections that go beyond typical client management. Jason focuses on building long-lasting relationships, acting as a financial partner and coach to provide clarity and accountability. He is driven by seeing the positive, real-world impact of his guidance on peoples lives.

Jason is a Qualifying Member of the Million Dollar Round Table (MDRT), recognized as a global standard of excellence in the life insurance and financial services business.

Read the full overview →
Experience
24 Years
Current Role
Wealth Management Advisor/Founder - Docklight Financial - Northwestern Mutual
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Jason 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.

Login to view personality overview.
Priorities

Topics Jason cares about

Holistic Financial Planning
As a CFP® professional, he emphasizes a comprehensive approach covering security for businesses, retirement planning, and risk minimization for his clients.
Building Client Relationships
His professional mission is centered on moving beyond transactions to form long-lasting partnerships, acting as a financial coach for his clients.
+4 more topics Login to view topics
Career

Work history

1-2024
Wealth Management Advisor/Founder - Docklight Financial - Northwestern Mutual
Docklight Financial
5-2002
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Minnesota State University, Mankato
Social presence
in
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.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jason. Free, 10 seconds.