Scott J Sernett

Contact

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

110 Plaza Cir
Waterloo, IA 50701-5139

Phone: 319-235-3356

Fax: 319-433-0413

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"Specializing in the Medical, Entertainment, & Business markets for over 14 years"

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, character, and fun, I help people I like, trust, and respect obtain what they value most."                                                           

                                                                     - Scott J. Sernett


 

Public Speaking and Recognition 

 

 

 

 

Scott addressed the topic of “Industry Competition” at the Northwestern Mutual Central Regional Meeting in 2009.

 

 

Scott addressed the topic of "The Long Term Value and Positioning of Permanent Life Insurance" at the Northwestern Mutual Central Regional Meeting in 2010.

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 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.

Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

Experience the Power of Permanent Life Insurance

Facebook BadgeVisit our Facebook page to watch the new Foundation for Life videos and read client stories about the critical role permanent life insurance has played in their life.

Listen to Steve Forbes' Exclusive Commentary

In part one, Forbes talks inflation risk and in part two he explains how we should deal with the growing government debt.

Part One – Inflation Risk

Part Two – Government Debt

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

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

Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

View Scorecard

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).

Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

Click here to visit the site

Access Your Accounts

View Your Current Information

By clicking these links you will be taken to websites offering products and services that may not be provided or supported by the Northwestern Mutual Wealth Management Company.

Advanced Planning Library

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