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, 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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.