Sheila Ann Roesler, CFP^®

Wealth Management Advisor

Northwestern Mutual

9753 Crosspoint Blvd
Indianapolis, IN 46256-3346

FINANCIAL ADVISOR'S WEBSITE

Www.sheilaroesler.com

12603481215

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Work mostly virtually; in-person per logistics & relationship. Most new engagements are fee based, w/option to implement (asset-based fees and/or commissions). LIC: dozens of states (INS & INV); added as needed.

Minimums

HOUSEHOLD INCOME MINIMUM

$74,000

Investable Asset Minimum

$100,000

General

Sheila Roesler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Northwestern Mutual in Indianapolis, IN and the surrounding communities.

Financial Advisor Overview

Please view my website.

Financial Advisor Experience

26 yrs+with NMWMC; able to offer the best, AND the best of the rest (affiliated does NOT = 'captive') for insurance & investment solutions. CFP + FINRA Ser7 since 1990. Also offering Ling Term Care planning & solutions. 12 years in-house with major Fin'l Services firm, prior.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CASL

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Northwestern Mutual

Broker-Dealer Disclaimer

Northwestern Mutual: marketing name for The Northwestern Mutual Life Ins. Co.(NM) (life&disability insurance, annuities, & life ins. w/LTC benefits) & its subs: Northwestern Long Term Care Ins. Co. (NLTC), Northwestern Mutual Investment Srvcs, LLC (NMIS) (inv. brokerage services), an RIA, broker-dealer, & member of FINRA + SIPC, & NM Wealth Mgmt Co. (NMWMC) (investment advisory+trust services), a federal savings bank (All: Milwaukee, WI.) Sheila is Insurance Agent of NM + NLTC, a NMIS Reg. Rep & an NMWMC Advisor. She may represent cos. in addition to NM or subsidiaries. Links to other sites: for convenience/info; except for as related to NM, this inclusion/linking doesn't imply NM endorsement of nor responsibility for same.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances