Jarrett P Yehlen, CFP®

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

 
Jarrett P Yehlen

Jarrett P Yehlen, CFP®

Financial Advisor
Office 952-806-9600
 
Jack Wagner

Jack Wagner

Director of Operations
Office 612-758-7600

Jack was born and raised in the Twin Cities and attended University of Minnesota, Mankato, where he studied Economics. Currently living in Shoreview with his finance, Kario, they enjoy summers outside and winters on the ski slopes. 

Jack joined Northwestern Mutual in 2019 as a financial representative and joined Jarrett's team in 2020. Jack currently holds his MN Life, Accident and Health license, as well as his Series 6 license.

Jack assists Jarrett's team with the creation, proposal, and management of financial plans. We utilize a holistic and comprehensive approach, ensuring your financial plan works in coordination with your existing workplace benefits. Jack also focuses on business operations, client service, and business development.

Jack can be contacted for:

  • Reviewing and adjusting your holistic financial plan
  • Insurance questions
  • Investment account service questions
 
 

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