Scott J Sernett

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

1025 Technology Pkwy
Ste B

Cedar Falls, IA 50613-6911

Phone: 319-235-3356

Fax: 866-935-1352

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"Specializing in the Medical, Entertainment, & Business markets for over 15 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.

Physicians Nationwide

Scott Sernett is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians 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.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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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.