Alex Romeo Kehrt

Financial Representative

My mission as your personal financial planner is to help you achieve financial freedom and flexiblity for your family or business.
Together, we will identify your financial goals and create a plan to implement strategies that will help you reach those goals. 

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and goals and addresses changes in your vision.

It's never to early or too late to start planning. The important thing is to start, and by visiting this website, you are taking the first step. Explore this site to discover more about me professionally, personally, my areas of expertise, and my team of specialists

Focus On Dentists and Physicians

I work with dentists, physicians, and practice owners to help them plan for themselves, their business, and their family. Whether you are a new resident, looking to open your own practice, considering the purchase of a vacation home, or preparing to hang up the white coat, I understand the unique needs of dentists and physicians across all stages of life. Northwestern Mutual has developed unique strategies to give you more choice and control in all facets of financial planning. My goal is to make sure you arrive well-positioned to the various goals you have in mind. 

Yo hablo español! Para obtener más información sobre nuestros productos y servicios, por favor visite nuestro sitio web en español: es.northwesternmutual.com.

Take the next step

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. 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