Scott Joseph Pagenkopf, CFP®, CLU®

Wealth Management Advisor

  • Office 608-779-3816
  • Fax 608-782-5768

Team Pagenkopf

Scott Pagenkopf has been serving the La Crosse area as a Wealth Management Advisor with Northwestern Mutual since 2011. From the start, Scott made a commitment to continue to develop his practice through obtaining advanced knowledge and esteemed industry accreditations to better serve the interests of his clients.  To date, he has attained the professional designations of CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Life Underwriter (CLU®). In addition to practice, Scott also serves as a Growth and Development Director working directly with new Financial Advisors to develop and mentor them, starting out on a career path similar to his own.

 


 

 

Ann R Carter

Director of Client Services
Office 608-782-5764

Ann joined Scott's team in 2017 and is currently the Director of Client Services. Ann manages the calendar, executes marketing initiatives, processes service requests and manages the insurance application and underwriting process with the Home Office. Her focus is ensuring we stay organized and efficient to provide outstanding and timely service to our clients.

Ann can be contacted for:

  • Scheduling/Rescheduling meetings

  • Application information and underwriting questions

  • Client Service such as account updates and policy information

 
Haylee N Pagenkopf

Haylee N Pagenkopf

Office 608-779-3813

Haylee wears many hats at our office and holds multiple job responsibilities. Some of these include:

  • RACE Coach: Training, developing and coaching new financial representatives

  • SET Leader: Providing administrative assistance to new financial representatives

  • Onboarding: Facilitating and training new financial representatives and financial representative assistants.

Haylee holds a Bachelor of Science in Business Management and has obtained her Life and Health certification as well as her Series 6 & 63 investment certification.

 
 

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