Mark Alan Van Wagenen
Wealth Management Advisor|ChFC®
Personal
Mark and his wife, Jennie, have four children; Ethan, Nicholas, Erika and Noelle. When not spending time with his family, Mark enjoys the outdoors - biking, water skiing, golf, and camping.
Professional
Mark started his practice with Northwestern Mutual in 2001 as an investment specialist. Over the last 20 years, Mark has grown and developed his business into a holistic financial planning practice.
If you have the opportunity to meet Mark, you will feel a sense of ease and comfort talking with him. He enjoys meeting new people and learning about their lives, concerns, and goals for the future.
Mark cares for his clients as if they are his own family, and looks forward to each conversation and meeting. If you ask Mark to define ‘success’, he will tell you it is the opportunity to watch his clients achieve their goals and helping them along the way.
Mark holds his Series 7 and 63 licenses, Minnesota Life, Accident, and Health Insurance licenses; with a Bachelor of Science degree in Business from Arizona State University.
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.
Areas Of Expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
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Estate Planning
You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
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Financial PlanningLong-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.
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Retirement PlanningPerhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
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.
