Lance Wakefield, CLU®, ChFC®, CASL®

Financial Advisor

My Team


I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Sherrie K Wakefield

Sherrie K Wakefield

Administrative Assistant
Office 507-625-9400

Sherrie attended Minnesota State University, Mankato and earned a Bachlor of Science degree in Elementary Education.  She was a stay at home mom for 20 years and is currently a FCCLA advisor in her local school district.  Sherrie joined our team in August 2014 as an Administrative Assistant, along with being Lance's wife.  They live in Pemberton with their three children, Caitlyn, Kylie and Carter.  Sherrie is an avid reader and camper!  She enjoys spending time with family, friends and her dogs: Lucy Sadie Harley and Oliver and her bunny: BunBun.

Christopher T Retterath

Christopher T Retterath, RICP®

Associate Financial Advisor
Office 507-625-9400

Chris has been involved in the financial services industry since 2013. He started as an intern with the Financial Solutions Team at Investment Centers of America assisting representatives with income planning and investment analysis. He then moved to Waseca, MN in 2014 and worked as an Associate Wealth Advisor for a local firm. He became a Field Agent for the Knights of Columbus in 2016 and assisted members with their insurance needs. In January 2018 he joined Lance’s team as an Associate Financial Advisor where his current duties include designing and developing financial plans, running the investment operations component of the practice, and assisting clients with the implementation of comprehensive financial planning strategies. Chris has earned the life and health insurance licenses, along with the FINRA Series 7, 63, and 66 licenses as well as his RICP®. He enjoys spending his free time with his wife Skylar, fishing and hunting, and cheering on the Green Bay Packers.

Tina K Mead

Tina K Mead

Associate Financial Representative
Office 507-625-9400 ext. 6501

Tina is our Insurance specialist and handles all of the preparation of applications, submitting, underwriting, and customer service, as well as backing up Chris with the investment side of the business.Tina went to school for Law Enforcement and established her Cosmetology Managers license in 2009. Previously Tina was working in Management for an Employment agency in Mankato with a high volume of community and business involvement. Tina joined our team in January 2018 after transferring from the GA in Mendota Heights MN.  Tina grew up in North Mankato and currently resides in North Mankato. Tina is a devoted mother of 3 children Patience, Peyton, and Kaylee and has a family dog named Stella. She enjoys fishing, camping, and spending time with friends and family.


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