Jim Schroeter Jr
Wealth Management Advisor|CFP®
Personal
After graduating from UW Eau Claire, I started growing my practice in West Central Wisconsin. In 2016, I married my wife, Jessica. Since then, we have had three beautiful young boys, Oliver, Wesley and Preston that have been the joys of our life. We spend a lot of time with family and friends and love being outdoors with our kids during the summer. In addition, I enjoy being involved in the community and golfing when possible.
Professional
Jim Schroeter started his career with Northwestern Mutual as a College Financial Representative in Eau Claire, Wisconsin. While in the internship program, Jim was named a Top Ten Intern in the Central Region in 2013-14.
Jim Schroeter started as a full-time financial representative upon graduation from University of Wisconsin Eau Claire. Within his first six months of his full-time contract, he achieved Pacesetter First 40 which marked his first success as a full-time representative and continued with Pacesetter 60 in his second six months. In 2015, he received the New Financial Representative - Bronze award, which was a personal benchmark for him in his first year as a Financial Representative.
In 2016, Jim Schroeter was nominated into the leadership development program at Northwestern Mutual as a College Unit Director. As a CUD he helps train and coach college interns and mentor them when they would join the firm after graduation. He also helps train and mentor all new financial representatives.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Pinky Swear Foundation
Helping kids with cancer and their families with financial and emotional support since 2003.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
