Scott Sernett

Wealth Management Advisor, Northwestern Mutual Wealth Management Company

Waterloo, Iowa Area

Current
Past
Education
  • University of Northern Iowa
Connections
135 connections
Industry
Financial Services
Websites

Scott Sernett’s Summary

Scott Sernett is a Financial Advisor with the Northwestern Mutual Financial Network. The mission of the Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

It is Scott Sernett's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel he provides to clients.

When it comes to financial goals, each decision made and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.

Because life's complexities leave little room for "standard" approaches, Scott uses a four-step approach in working with clients:

• Ask questions
• Analyze the information
• Make recommendations
• Keep in Touch

Scott's experience also tells him that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals.

By taking a comprehensive assessment of a client's current situation, Scott helps the client prioritize goals, and develop a workable strategy with clear action steps and timetables.

For additional information on Scott's professional background, areas of expertise and services available, visit his web site at http://www.nmfn.com/scottsernett.

Scott Sernett’s Specialties:

Chartered Life Underwriter, Charter Financial Consultant, Certified Financial Planner(r) Professional


Scott Sernett’s Experience

  • Wealth Management Advisor

    Northwestern Mutual Financial Network

    (Privately Held; 1-10 employees; Financial Services industry)

    May 1996Present (13 years 8 months)

  • College Intern

    Northwestern Mutual

    (Privately Held; Financial Services industry)

    May 1996June 1997 (1 year 2 months)


Scott Sernett’s Education

  • University of Northern Iowa

    BA , Marketing , 19931997

    Activities and Societies:
    Football Team, Charter Member & President of Pi Sigma Epsilon (PSE)

Additional Information

Scott Sernett’s Websites:

Scott Sernett’s Interests:

Reading, traveling, golf, college athletics, running, triathalon, family time

Scott Sernett’s Groups:

National Association of Insurance & Financial Advisors (NAIFA), Pi Sigma Epsilon (PSE), St. Stephen The Witness Catholic Student Center, St. Patrick Catholic Church/School, University of Northern Iowa Alumni Association & Panther Scholarship Club, Junior Achievement Instructor

  •    CERTIFIED FINANCIAL PLANNER™ Certificant
  •    Apex Study Group
  •    University of Northern Iowa Network
  •    Pi Sigma Epsilon (PSE) National Headquarters
  •    Northern Iowa Football Alumni
  •    YAT: NAIFA's Young Advisors Team

Scott Sernett’s Contact Settings

Interested In:

  • expertise requests
  • business deals
  • getting back in touch

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