Chad S Smith, CFP®

Financial Advisor

My Mission

As a financial advisor, my mission is to provide comprehensive planning which incorporates all aspects of one's professional and family goals. In order to best serve you and your family, I will work to build upon trusting relationships with each of my clients ensuring that one's personal and professional needs are meet. My overall aim is to provide my clients with confidence in my abilities so that they may focus their time doing the things which they love, with the ones who matter the most.

                                                                                                     -Chad S. Smith

About Chad S. Smith

No matter the level of experience, it is quite common for individuals to find themselves in complex and unpredictable situations. Chad is experienced and skilled in proactive preparation for both the best and worst of scenarios. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, Chad Smith can help you set the stage to build a secure financial future for you and your family. 

Guidance for Business Owners

With a focused expertise on the business owner, I can provide guidance for any stage of your business:

  • Starting Your Business - Identify your goals and protect yourself and your abilities to do business and attract the best talent
  • Growing Your Business - learn how we can help you extend your benefit program, address the importance of retaining your key employees and prepare for succession
  • As Your Business Matures - Explore strategies to expand your efforts
  • Transferring Your Business - When it's time to sell or transition your business, learn how you can help ensure its proceeds will provide the income you need for retirement and create a lasting legacy

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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