Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®, CLTC®

Financial Advisor

  • Office 414-615-1822
  • Mobile 262-366-3014

How Dave Czarnecki Can Help

When people look back on their lives, they often find they are more successful than they thought they'd be, but have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than anticipated. As with most things worthwhile, the first step is the hardest. Schedule a fifteen minute phone call to share what's on your mind.

As a Certified Financial Planner professional, we can define together the scope, detail and service you want, before you decide.

Dave's Mission

"To help my clients avoid financial regret by being the catalyst that helps them make progress towards their financial goals."

Northwestern Mutual 

We provide you with access to a nationwide network of representatives, advisors and specialists.  These are people who have invested their time and developed their talents to become expects and they have the knowledge that comes only from experience.

What's paramount is to have a flexible approach with complementary solutions.  We utilize the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

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.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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