Our Mission

As a busy professional, Kasey understands that people often don't take the time they should to properly plan for their financial futures. Life can be hectic - careers, family, friends and hobbies often leave little time to address some of life's most important needs - like creating a solid financial plan.

Kasey makes it her goal to help busy professionals craft a plan that most effectively and efficiently allows them to reach their financial goals, while protecting what's most important to them. Helping clients address these critical areas and be able to live lives knowing a financial plan is in place, continues to be the most rewarding aspect of the career for Kasey.


Recent Articles

With all that is going on in the world right now, it may be a great time to speak with your children and educate them about money. Please click the below link to read the follwoing article, as I recently had an opportunity to share my insights and advice for these uncertain times:   https://www.northwesternmutual.com/life-and-money/the-money-lessons-this-advisor-thinks-kids-can-learn-right-now/


Recent Events

Podcast with Kristin Andree - Kasey and Kristin discussed how to be your best self on Kristin's podcast, No Limits. 

Women's Leadership Group in Washington, DC - Kasey and her national women’s leadership group paid a visit to their congressmen and women advocating on behalf of our clients.

American Psychiatric Association Event in New York City - Kasey was invited to speak at the national APA annual meeting on women and finance.

Group Photo at table

Northwestern Mutual Annual Meeting in Milwaukee, WI - Kasey was invtied to speak at the NM Annual Meeting to discuss client appreciation.

Annual Meeting Stage

Kasey B Gartner, CFP®, CLU®, ChFC®, CASL®, MBA

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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