Jason Rognrud

Jason Rognrud Email and Phone Number

Wealth Management Advisor and Founder - Docklight Financial - Northwestern Mutual @ Docklight Financial
Saint Paul, MN, US
Jason Rognrud's Location
Greater Minneapolis-St. Paul Area, United States
Jason Rognrud's Contact Details

Jason Rognrud work email

Jason Rognrud personal email

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About Jason Rognrud

Whether you’re seeking security for your business, planning for retirement, or looking to minimize financial risk, my mission is to guide your path towards a prosperous future. I realized early on in my career that I could not settle for sitting behind a desk. I needed the excitement of forming personal connections where I can witness the impact of my endeavors. For this reason, I go the extra mile with my clients beyond just managing their wealth, but form long-lasting relationships to see-through our work. As a wealth management advisor, and CERTIFIED FINANCIAL PLANNER (TM) (CFP®) professional, my clients come first. I have chosen to operate under Northwestern Mutual to gain access to industry-leading technology, a wealth of knowledge and expertise, and the highest standards. This access has proven invaluable in creating comprehensive plans tailored to each individual. Our clients not only receive confidence but also, personal liberty. By freeing up time spent managing wealth and alleviating the stress of an uncertain future, our goal is to allow those we work with enjoyment of life to the fullest. We want our clients to focus on their own business, family, or projects while we focus on the numbers, market and plan.If I can be of help, connect with me here and do not hesitate to reach out:jason.rognrud@nm.com | 763-458-9943 | docklightfinancial.comSpecialties: Comprehensive Financial Planning | Retirement Distribution | Risk Management | Financial Coaching | Tax Efficient Strategies | Business Succession PlanningDesignations: CFP®, ChFC®, CLU®, CASL®, RICP®, WMCP®

Jason Rognrud's Current Company Details
Docklight Financial

Docklight Financial

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Wealth Management Advisor and Founder - Docklight Financial - Northwestern Mutual
Saint Paul, MN, US
Employees:
31224
Jason Rognrud Work Experience Details
  • Docklight Financial
    Wealth Management Advisor And Founder - Docklight Financial - Northwestern Mutual
    Docklight Financial
    Saint Paul, Mn, Us
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual May 2002 - Present
    White Bear Lake And Edina
    With more than 20 years of combined experience, our team is committed to welcoming every client into our family. Our mission is to become a financial partner and coach. Centered around creating meaningful relationships, clarity, and accountability, our approach is curated and proven. In some ways, the process is simple. Our favorite analogy is comparing our planning to building a house. Questions are asked to decide the objective. Then, the plan is architected and revised to achieve the… Show more With more than 20 years of combined experience, our team is committed to welcoming every client into our family. Our mission is to become a financial partner and coach. Centered around creating meaningful relationships, clarity, and accountability, our approach is curated and proven. In some ways, the process is simple. Our favorite analogy is comparing our planning to building a house. Questions are asked to decide the objective. Then, the plan is architected and revised to achieve the desired outcome. Finally, the blueprint is executed and managed continuously. We believe that a great plan should change as our clients’ lives change, so our team practices flexibility to stay on course. Life may throw curveballs, but we provide protection. Our services include business financial management, retirement planning, personal wealth management, and a variety of other options. In addition, we offer project-based planning for those with a specific need. Clients who engage in our comprehensive service never have to worry as they know we are there for them and Northwestern Mutual stands behind us. To start the conversation, give us a call or email to begin securing your future. jason.rognrud@nm.com | 763-458-9943 | jasonrognrud.com Show less

Jason Rognrud Skills

Estate Planning Investments Networking Insurance Strategic Planning Risk Management Employee Benefits Sales Small Business Business Succession Retirement Planning Insurance Planning Financial Planners Succession Planning 401k Disability Insurance Finance Financial Planning Retirement Strategic Financial Planning Team Building Fixed Annuities Customer Service Coaching

Jason Rognrud Education Details

Frequently Asked Questions about Jason Rognrud

What company does Jason Rognrud work for?

Jason Rognrud works for Docklight Financial

What is Jason Rognrud's role at the current company?

Jason Rognrud's current role is Wealth Management Advisor and Founder - Docklight Financial - Northwestern Mutual.

What is Jason Rognrud's email address?

Jason Rognrud's email address is jr****@****ail.com

What is Jason Rognrud's direct phone number?

Jason Rognrud's direct phone number is +165145*****

What schools did Jason Rognrud attend?

Jason Rognrud attended Minnesota State University, Mankato.

What are some of Jason Rognrud's interests?

Jason Rognrud has interest in Snowboarding, Softball.

What skills is Jason Rognrud known for?

Jason Rognrud has skills like Estate Planning, Investments, Networking, Insurance, Strategic Planning, Risk Management, Employee Benefits, Sales, Small Business, Business Succession, Retirement Planning, Insurance Planning.

Who are Jason Rognrud's colleagues?

Jason Rognrud's colleagues are Sean Coyle, Laura Chartier, Wm. Chris Barton, Naresh Singh, Jan Sheets, Steffon Walby, Brian Newman.

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