Lars Gwartney
Wealth Management Advisor|CFP®, CAP®, AEP®, ChSNC®, MSPFP
Personal
When I am not serving my clients or the community, I enjoy spending time with my wife, two daughters and two sons. I also love to work out, play sports, read, spend time with my four brothers and their families and be involved in my church.
Professional
Prior to becoming a Wealth Management Advisor, I spent over 5 years in ministry, 3 years in the banking industry, and over a year coaching, teaching and facilitating seminars.
I received my Bachelor of Arts from Oklahoma Wesleyan University. I hold my life and variable insurance licenses and I am Series 6, 7, & 63 registered.
I also hold the CFP®, CLU®, ChFC®, RICP®, CASL®, CAP®, AEP®, and ChSNC® professional designations.
Gwartney Financial Core Values:
- Treat each person, family and business we serve as being completely unique, special and deserving of the highest level of fiduciary standard of care
- Educate those with whom we interact; sharing the knowledge and expertise we have gained through both formal education and years of experience
- Uphold the highest standard of ethical behavior, honesty, trust and professionalism
- Follow prudent investment practices and disciplined adherence to each client’s investment plan
- Invest in our community through generous gifts of our time and our resources
Here are my areas of expertise
Retirement Planning & Income Strategies
Wealth Management
Life Insurance Strategies
Long-Term Care Planning
Disability Planning
Disability Planning for Physicians & Dentists
Business Employee & Executive Benefits Planning
Planning for Special Needs
Lending a hand in my community.
One of the best parts of my career is the ability to be involved in various groups that are making our community better! 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.
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.
