A Message from Jesse Bergland

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, I can help you identify sound financial solutions that will prepare you for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important.

Let me and my team help you achieve a secure financial future.

My Mission

My mission is to help clients take a step back to reevaluate their priorities and develop a customized financial road map for their future. My comprehensive approach to planning delivers the financial security my clients need to keep them present and focused on what matters most.


Jesse J Bergland, CFP®, CLU®, ChFC®, CAP®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.


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