Management Team

 
 Christopher David Carlson

Christopher David Carlson

Managing Director
Office 414-389-8930

My Networks: LinkedIn Facebook

Chris Carlson grew up in Cedarburg WI, and graduated from Lawrence University with a Degree in Economics and Psychology. He started his career with Northwestern Mutual in 2007 as a college financial representative thanks to an introduction from Russ Ostrowski. Chris earned his position as a full time member of the firm in 2009 and has held the roles of College Unit Director, Field Director, and is currently the Managing Director of the North Shore Office in Glendale. Chris works with clients ranging from young professionals, to established families, to successful business owners. He believes that there are endless opportunities to help his clients, and is passionate about creating new relationships. 

In addition to helping his clients plan for their future, he continues to build a team of qualified financial representatives within Northwestern Mutual at the North Shore Office.  As a Managing Director, Chris' main objective is to continue to select and develop quality Financial Representatives and College Interns for the North Shore Milwaukee office. 

In recognition of Chris' commitment to his clients and the community he serves, he is a qualifying member of the Million Dollar Round Table (MDRT) (2012), Lives Leaders Summit (2012-2013) and awarded the National Association of Insurance and Financial Advisors (NAIFA) Quality Award (2012-2015).
 
 

 
 Joel Fletcher

Joel Fletcher

Financial Advisor
Office 414-389-8930

Joel Fletcher joined Northwestern Mutual in June of 2016.  He graduated from St Norbert College with a Bachelors in Accounting and also has a MBA from Marquette.  He started his career in accounting and progressed to the level of CFO.  After 13 years as an Accounting and Finance Leader, he wanted a career where he could give back and help people achieve financial security.  Joel got off to a fast start, achieving Pacesetter 40 in his first 4 months in the business and hit Pacesetter 60 or 100 Lives in month 10.  Joel is also the College Unit Director, mentoring and leading the college financial representatives during their internship at Northwestern Mutual.

 
 Scott Scott Schwertfeger

Scott Scott Schwertfeger, CLU®

Field Director
Office 414-368-1674

My Networks: LinkedIn

While attending the University of Wisconsin-Madison, Scott Schwertfeger was drawn to Northwestern Mutual by the prospect of unlimited opportunity for professional achievement. In 1993, as a sophomore, he joined Northwestern Mutual as a College Intern. While maintaining a full class load for his degree, he was recognized as a member of the second place team for College Interns. Upon graduation in 1996, Scott became a full-time Financial Representative and enjoyed helping clients achieve financial security. In 2009, he was recognized as one of the top 300 Financial Representatives out of a field force of 8,000 Representatives.

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