Lance Wakefield, CLU®, ChFC®, CASL®

Financial Representative

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

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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