Mark David Truettner

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Keena L Allison

Associate Financial Representative
Office 920-560-4790

Keena has been in the financial industry for most of her working career.

Past roles included paralegal for a real estate investment company, operations for a local trust company, senior paralegal for a fortune 500(R) financial services company, wealth advisor for a local registered investment advisor and most recently an Associate Financial Representative for Mark Truettner at Northwestern Mutual. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
 

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