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

Dynamic Capital Planning


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


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








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