Jason Rognrud Email & Phone Number

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®

Listed skills include Estate Planning, Investments, Networking, Insurance, and 20 others.

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  Minnesota State University, Mankato

  Management Information Systems, Financial Planning