Specialties
About Me
Scott is a Relationship Manager with Small World Wealth Management, a leader in Northwestern Mutual's Private Client Group.
Having spent the past decade plus working in financial planning, Scott helps his clients create, implement, and tailor financial strategies to meet their individual needs. He holds the FINRA SIE, Series 7, and 66 licenses as well as multiple state insurance licenses. To better serve his clients, he also holds the CRPC™, CRPS™, AAMS™, AWMA™, and WMCP® designations issued by the College for Financial Planning and the American College of Financial Services.
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Interests & Hobbies
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Always free for clients.
Credentials
CRPC™, CRPS™, AWMA™, AAMS™, WMCP®
Chartered Designations
What do these credentials mean?
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Disclosures
Scott H. Petersen uses Small World Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Small World Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Scott H. Petersen is an Insurance Agent of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to Northwestern Mutual (NM), the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites. Please do not send orders for mutual funds or securities via email, as they cannot be processed. Your transmission of electronic mail to this address represents your consent to two-way communication by Internet email. If you received this in error, please contact the sender and delete the material from any computer on which it exists. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.