Scott A. Marschall, CFP®, CPA, RICP®, CLU®
Managing Director


Dynamic Capital Planning

Professional

Calling yourself professional doesn't really make you a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of your experience, education and accreditation, but by an individual's character and professional standard of practice in supporting clients as a trusted financial expert.

 

Scott Marschall's Education and Training

Bachelor's Degree from the University of Wisconsin – B.S. Accounting

Wealth Management Advisor

CFP® – CERTIFIED FINANCIAL PLANNER™

RICP® - Retirement Income Certified Professional™

CLU® – Chartered Life Underwriter

CPA – Certified Public Accountant

Life, Health, Annuities, Variable Insurance Licenses

Securities Exams  7, 9, 10, 66

 

 

 

 

 

 

 

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