Northwestern Mutual Private Client Group

Jerry David

Jerry David

Founder, CEO and Private Wealth Advisor

Prescient Financial Solutions
  • MBA
  • RICP®
  • CFP®
  • AEP®
  • CPWA®
  • AR License: #2219809
  • CA License: #0F58193
  • NPN 2219809

330 E. Kilbourn Ave Ste 950
Milwaukee, WI 53202

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About my practice

Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together

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