Jared A. Dosch, CLU®, ChSNC, CFP®

Wealth Management Advisor

Staff

Every smart business has a plan in place for emergencies and opportunities—and ours is no different. We help our clients prepare for their own succession plan, whether that be for an expected retirement or an unexpected catastrophe, and we practice what we preach. 

I have the unique privilege of being part of a father-son team that delivers the best of both worlds: My 13+ years of energy, credentials, and insight  complemented by Frank’s 37+ years of education, experience, and ideas. Frank has earned the designations of a Chartered Life Underwriter and Chartered Financial Consultant. He is also a 30-year Life and Qualifying Member of the Million Dollar Roundtable, maintains his own practice, and collaborates with me on many cases. I have every intention of continuing to serve my clients as their Wealth Management Advisor for many years to come, but I take pride in the fact that they have the confidence knowing that they have someone here that can pick up where I leave off if need be.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
 



My Colleague:

 

Frank J. Dosch, CLU®, ChFC®
Wealth Management Advisor
(740) 452-4596
 
 

Frank J. Dosch, CLU, ChFC

 

 

 


 My Team:

 

Cari A Mohler

Associate Financial Representative
Office 740-452-4596
 

Abby R Hittle

Financial Representative Assistant
Office 740-452-4596
 
 

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