Cory Schroeder Cfp®, Mba, M.S.

Cory Schroeder Cfp®, Mba, M.S. Email and Phone Number

Growth Development Director @ Northwestern Mutual
Cheyenne, WY, US
Cory Schroeder Cfp®, Mba, M.S.'s Location
Cheyenne, Wyoming, United States, United States
About Cory Schroeder Cfp®, Mba, M.S.

As a Wealth Management Advisor and Partner for Bison Wealth Management (A Northwestern Mutual Wealth Management Firm), I help all who seek to mitigate taxes, want financial independence, and prepare for wealth transfer. Every client has a different path to accomplishing their goals and we provide comprehensive unique financial plans and walk with you on your journey. We also recognize that planning is not enough; you must take action. We are here to help you take the appropriate action, continuously evaluate your path, and adjust it as needed over time. I graduated with my Bachelors in Business, Masters of Business Administration, and Masters of Science in Finance degree from the University of Wyoming. I have owned over a dozen small businesses and worked as the Staff Accountant for the Wyoming Military Department.I have a successful military career with 16 years of service and two tours to Kuwait/Iraq and Afghanistan. I am a Staff Sergeant serving in the Wyoming Army National Guard as an instructor for the Regimental Training Institute in Guernsey Wyoming. Extremely motivated, organized, and capable of a large workload. Great problem-solving skills, critical thinking skills, and attention to detail. Always searching for new start-ups and opportunities.Graduated from the University of Wyoming in May 2020 (M.S. in Finance)Working on Accounting Graduate Certificate from Harvard University Extension School (2019)Completed DOD Financial Management Certificate, Level 3 (2019)Graduated from the University of Wyoming in Dec 2018 (MBA)Completed Bloomberg Market Concepts Certificate (2018)Graduated from the University of Wyoming in May 2015 (BS in Business Admin). Please get in touch with me for new opportunities. I can be reached at cory.schroeder@nm.com.

Cory Schroeder Cfp®, Mba, M.S.'s Current Company Details
Northwestern Mutual

Northwestern Mutual

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Growth Development Director
Cheyenne, WY, US
Website:
northwesternmutual.com
Employees:
37473
Cory Schroeder Cfp®, Mba, M.S. Work Experience Details
  • Northwestern Mutual
    Growth Development Director
    Northwestern Mutual
    Cheyenne, Wy, Us
    View
  • Bison Wealth Management
    Founder And Wealth Management Advisor
    Bison Wealth Management Jan 2023 - Present
    Cheyenne, Wyoming, United States
    Bison Wealth Management is a comprehensive wealth management and financial planning firm that offers the following:- Fee-Based Financial Planning (completely comprehensive and fiduciary plan)- Free Financial Analysis - Investment and Wealth Management - Risk Management (Life, DI, LTC, Annuity)
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  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Jan 2024 - Present
    Cheyenne, Wyoming, United States
    As a Wealth Management Advisor I help clients navigate the complex world of comprehensive financial planning. We take a holistic approach looking at aspects of your life like property casualty insurance, risk management, investment advice, and tax strategy. I provide Fee-Based financial planning and fiduciary advice.
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  • Northwestern Mutual
    Growth Development Director
    Northwestern Mutual Mar 2023 - Present
    I actively recruit, teach, and mentor numerous new Financial Reps in the Northwestern System. We teach a holistic comprehensive financial planning model approach to our clients that is goal based and p0lan driven. I am a part of the Wyoming and Northern Colorado district leadership team.
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Oct 2020 - Dec 2023
    Cheyenne, Wyoming, United States
    Owner and Founder of Bison Wealth Management.Series 7, 63 LicensedVariable, Life, and Health Licensed
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  • Northwestern Mutual
    College Unit Director
    Northwestern Mutual Mar 2021 - Aug 2023
    Cheyenne, Wyoming, United States
    I actively recruit, teach, and mentor numerous college interns becoming College Financial Representatives in a top 25 nationwide internship program. I am a part of the Wyoming and Northern Colorado district leadership team.
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  • Wyoming Army National Guard
    Squad Leader, Staff Sergeant (E-6)
    Wyoming Army National Guard Jul 2018 - Present
    Cheyenne, Wyoming
    - 13F - Fire Support Specialist (Primary MOS)- 13M - High Mobility Artillery Rocket System Operator- 213th Regional Training Institute - HHB 115th Field Artillery Brigade (Rear)
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  • Wyoming Army National Guard
    Paralegal, Staff Sergeant
    Wyoming Army National Guard Feb 2008 - Jul 2018
    Cheyenne, Wyoming
    Duties:o Paralegal support to unit commanders and the Office of the Staff Judge Advocateo Provide legal documents in courts-martial, Article 15 actions, and other military justice matterso Review line of duty determinations, AR 15-6 investigations, separation board proceedings, and other administrative law matterso Assistance in family law such as powers of attorney, wills, and separation decreesSkills: o Legal terminology and research techniqueso Preparation of legal documentso Army judicial processo Interviewing witnesseso Ability to supervise those in a commando Provide technical guidance to subordinateso Maintain law/administrative library o Monitor and review actions for accuracy
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Sep 2019 - Oct 2020
    Cheyenne, Wyoming Area
    Our approach can help you with retirement planning, college savings, estate planning, business services, insurance needs, investment services, private client services, and long-term care needs. We put our clients needs first and continue to have the highest financial strength in the industry. A++, AAA, Aaa, and AA+ rated by the four primary rating agencies.
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  • Military, Wyoming Department Of
    Staff Accountant
    Military, Wyoming Department Of Oct 2016 - Oct 2019
    Cheyenne, Wyoming Area
    Located in the United States Property and Fiscal Office (USPFO). Perform detailed reviews and analysis of established procedures and ensure that the administration and operation of financial control systems (to include budget, accounting, payroll, accounts payable, and travel) are in compliance with established statutory requirements, regulations, directives, and policies.
  • Buds Bar
    Co-Owner
    Buds Bar Dec 2014 - Sep 2019
    354 W University Ave Laramie, Wy 82072
    Bud's Bar is the only neighborhood bar in the town of Laramie, WY. Located in West Laramie away from downtown and other college bars. Cozy atmosphere, friendly service, and great priced drinks await your arrival.
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  • The Suite Bistro And Martini Bar
    Business Owner
    The Suite Bistro And Martini Bar Jan 2016 - Feb 2017
    1901 Central Ave Cheyenne, Wy 82001
  • Student At University Of Wyoming
    Student
    Student At University Of Wyoming Aug 2012 - May 2015
    Laramie, Wyoming
    o Major - B.S. Business Administration o Minor - Financeo Minor - Entrepreneurshipo Involved in many organizations and groups on campus
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  • Campbell County School District
    Substitute Teacher
    Campbell County School District Apr 2009 - Apr 2014
    Gillette, Wyoming
    o Taught all subjects at all levels K-12o Was highly requested by teacherso Great rapport with students at all levelso Substitute taught at all schools in Campbell County
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  • Dishone
    Salesman
    Dishone Jan 2012 - Jul 2013
    Wyoming Region
    o Traveling Satellite Television Salesmano Serviced all of Wyomingo Sold Dish Network and Direct TV contracts to potential customerso Door to Door Salesmano Advertised to the public about both products
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  • Thunder Basin Fencing, Llc
    Laborer
    Thunder Basin Fencing, Llc Jan 2012 - Jan 2013
    Wright, Wyoming
    o Laborero Built ranch/buffalo fence in increments of 1/4 mile distanceso Constructed over 200 miles of fence line on ranch land, coal mines, and oil locationso Operated machinery - John Deere farm tractor, Skidsteer, and Excavatoro Was MSHA certified
  • Joint Interagency Task Force 435
    Afghan Prosecution Liaison Paralegal Specialist
    Joint Interagency Task Force 435 Mar 2010 - Oct 2010
    Afghanistan
    o Operation Enduring Freedomo Detention Facility in Parwan (DFIP)o Assisted the Detention Operation mission which was in charge of the detention of over 1600 high profile prisoners of war.

Cory Schroeder Cfp®, Mba, M.S. Education Details

Frequently Asked Questions about Cory Schroeder Cfp®, Mba, M.S.

What company does Cory Schroeder Cfp®, Mba, M.S. work for?

Cory Schroeder Cfp®, Mba, M.S. works for Northwestern Mutual

What is Cory Schroeder Cfp®, Mba, M.S.'s role at the current company?

Cory Schroeder Cfp®, Mba, M.S.'s current role is Growth Development Director.

What schools did Cory Schroeder Cfp®, Mba, M.S. attend?

Cory Schroeder Cfp®, Mba, M.S. attended University Of Wyoming, University Of Wyoming, University Of Wyoming, University Of Wyoming, Harvard Extension School, Accelerated Flight School, Wright Junior Senior High School.

Who are Cory Schroeder Cfp®, Mba, M.S.'s colleagues?

Cory Schroeder Cfp®, Mba, M.S.'s colleagues are Jonathan Booth, Mba, Ali Walker, Anthony Reis, Robert Pohle, Michael Webb, Chris Leibold, Lori Albrecht.

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