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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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