Professional

In his thirty-plus years of working with business owners and professionals, Joe Sectzer believes the most exciting aspect of the relationship is his ability to help his clients identify issues that could adversely affect their personal and business lives, and provide strong financial solutions that are tailored to their needs and goals.

Before entering into a discussion about products and services, it is vital that Joe Sectzer get to know you, as well as your objectives relative your personal and business goals. He realizes that it is important for you to have information about his background. Therefore, please feel free to review Joe Sectzer's Background and Qualifications and Areas of Expertise on this site.

Over the years, Joe Sectzer has earned the following designations:

 1. Chartered Financial Consultant (ChFC®)

 2.  Certified Advisor in Senior Living ( CASL®)

 3. Chartered Life Underwriter (CLU®)  from The American College of Financial Services in Bryn Mawr, Pennsylvania.

Associations and Memberships

Member of the Society of Financial Services Professionals (FSP)
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Member of Hispanic Professionals of Greater Milwaukee (HPGM)

Chair-Golda Meir Library, University Of  Wisconsin-Milwaukee, Special Collections Unit -Jewish Latin America and Board Member of Friends of The Library (FOL)  , Golda Meir Library- University of Wisconsin-Milwaukee
 

Joseph Sectzer is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Years of Experience

Representing Northwestern Mutual since 1978.

Education

Degree Major Institution
Bachelor of Arts Business University of Wisconsin - Milwaukee
Master of International Mgmt. International Management TBird School Global Mngt- Glendale, AZ

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1983-2003, 2005-2010

Award recognizing persistency and performance

Joseph C Sectzer, CLU®, ChFC®, CASL®
Financial Advisor


Physicians Nationwide

 

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