Lance Wakefield, CLU®, ChFC®, CASL®

Financial Advisor

Life never stands still.  It evolves, changes direction and leads to new possibilities.  That means your approach to financial security cannot be static. Together we will define what is most important to you and your family.  Lance helps his clients clearly identify their goals for the future both personally and professionally.  Through that process Lance helps clients assess different solutions for asset allocation and tax efficient strategies.  Over a period of many years, we will assist our clients in accumulating, protecting and distributing their wealth, designed to promote their personal financial security goals.

 

My Mission

My mission is to provide clients with sound financial services, while acting with empathy and integrity.  My work will be to impact clients in a positive manner  realizing that the decisions a family makes today can dramatically alter the course of their lives tomorrow.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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