Michael Scher, CFP®, CLU®, CLTC® in

Michael Scher, CFP®, CLU®, CLTC®

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Managing Director at Northwestern Mutual
📍 Greater Milwaukee, United States

Michael is a Managing Director at Northwestern Mutual, where he has worked for over 20 years. He specializes in creating holistic financial plans for families and business owners, holding CFP®, CLU®, and CLTC® designations. People who have worked with him describe him as trustworthy, dedicated, and a great mentor who looks out for his clients best interests.

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Experience
24 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Greater Milwaukee, United States
Personality Overview

How Michael 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 Michael cares about

Holistic Financial Planning
His core focus for over 20 years has been creating comprehensive financial plans for individuals, families, and businesses, integrating insurance and investment strategies.
Advisor Development
His role includes developing future advisors, and he actively promotes Northwestern Mutual's internship program, which he started in himself.
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Career

Work history

5-2009
Managing Director
Northwestern Mutual
4-2007 - 5-2009
Field Director
Northwestern Mutual
4-2003 - 4-2007
Financial Advisor
Northwestern Mutual
1-2002 - 4-2003
College Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
1997 - 2002
Bachelor of Business Administration
University of Wisconsin-Whitewater
1993 - 1997
Education details unavailable
Watertown High School
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.

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