Professional

Jeff Wagner uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Jeff helps people:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

Jeff has earned the following designations from The American College:

  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Chartered Life Underwriter (CLU®)
  • Registered Health Underwriter (RHU®)

  


Associations and Memberships

  • Past President of the Grape Escape, fundraiser for the McDowell Cancer Center of Akron General Medical Center
  • Board Member of the Akron General Development Foundation
  • Member Rotary Club of Stow-Munroe Falls
  • Past Member of Stow Munroe Falls School Board 1988-2000 (President of Board 3 years)
  • Member of Society of Financial Service Professionals and past President of the Akron Chapter
  • Member of the National Association of Insurance and Financial Advisors (NAIFA)

Awards and Recognition 

Million Dollar Round Table Qualifying Member   2012 


MDRT is the premier association of financial professionals. MDRT status designation is  granted for one year and members must apply every year to continue their affiliation with the MDRT.

 

 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Jeff Wagner.

Years of Experience

Representing Northwestern Mutual since 1986.

Education

Degree Major Institution
Bachelor of Laws/Juris Doctor Law La Salle University
Bachelor of Science Management United States Coast Guard Academy

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Jeff Scott Wagner, ChFC®, CASL®, CLU®, RHU®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck