Jerod Spaeth, CFP®, CLU®, ChFC® in

Jerod Spaeth, CFP®, CLU®, ChFC®

Examiner · DISC type sc
Wealth Management Advisor at Amplify Wealth Partners
📍 Milwaukee, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
Wealth Management Advisor
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Jerod shows up

Overcautious
Process Oriented
Tough To Convince

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Jerod cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2024
Wealth Management Advisor
Amplify Wealth Partners
10-2003
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
Bachelor of Science (B.S.) Business Administration
Marquette University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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