Scott J Sernett

Contact

Scott J Sernett CFP®, CLU®, ChFC®
Wealth Management Advisor

PO Box 987
Waterloo, IA 50704-0987

Phone: 319-233-8441

Fax: 319-433-0413

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Plan Now for Your Future

Financial planning doesn’t happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, Scott Sernett's mission as a wealth management advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. Scott Sernett will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

 

"By serving others with honesty, integrity, and character, I help my clients obtain what they value most."                                                           

                                                                     - Scott Sernett


Market Commentary

Emmett Wright, CFA, Chief Investment Officer for the Northwestern Mutual Wealth Management Company provides current insights on our financial markets and the economy overall. Click Here to read current articles.

The Northwestern Mutual Wealth Management Company believes in taking a long-term perspective with a disciplined investment approach based on your financial security goals and level of risk tolerance. Scott Sernett strongly believe that having a diversified portfolio across a broad range of asset classes is your best strategy for weathering the ups and downs of the economy long-term.


In the News

Northwestern Mutual Maintains Highest Ratings
Northwestern Mutual has maintained the best possible insurance financial strength ratings from the four major rating agencies.

A++ A.M. Best (July 2008)
AAA Fitch Ratings (June 2008)
AAA Standard & Poor's (July 2008)
Aaa Moody's Investors Service (April 2008)

Click Here for more information on Northwestern Mutual's financial strength assessment and third party ratings, as well as access to copies of our Annual, Investment and Financial Reports.

Northwestern Mutual is 'America's Most Admired' for a 25th year

In 2008, for the 25th time in as many years, Fortune® magazine recognized Northwestern Mutual as America´s "Most Admired" company in our category.


Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more


Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.


Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.


Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.