Jack M Herb

Contact

Jack M Herb, CFP®, CLU®, ChFC®
Wealth Management Advisor

4620 N Ballard Rd
Appleton, WI 54913-8947

Phone: 920-749-1592

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Committed to Excellence

Jack Herb and his team serve a variety of clients in the Fox Valley Area and throughout the Midwest.  His team consists of Christian Doule, Cheryl Dworak, Cory Munsch, Shelley Mack, and Debra Jacklin.

Most people would agree that having a stable financial future is an attractive proposition, but many are intimidated by the prospect of making it happen for themselves or their organization. They may assume that they don’t have enough resources to make it happen or that the process is too complicated, and so they put off thinking about it for another day.

There is, however, nothing exclusive – financially or intellectually – about moving toward long-term security. The first step is to acknowledge that you can do it; the second is to get in touch with someone who can help.

As a Northwestern Mutual Wealth Management Advisor, Jack Herb has the knowledge and expertise to help you discover your core values and integrate them into your planning process. To develop your plan, Jack will discover your vision for the future, your mission in life and your personal financial philosophy.

Jack believes in values-based solutions, and he brings integrity and great follow-through to the process.

Let Jack Herb help you ensure your financial future is all you want it to be.

Our Mission

The Mission of our team is to develop enduring relationships with our clients built on TRUST , INSPIRE  them to identify their financial objectives, GUIDE  them in the creation of a roadmap for achieving those objectives and MOTIVATE  them to work with us on the implementation of their financial solutions. 

We strive to bring the highest level of integrity and professionalism to the process.

  
Jack Herb CLU, ChFC, CFP®
Wealth Management Advisor
Northwestern Mutual Wealth Management Company
 
Christian Doule CLTC
Financial Advisor
Northwestern Mutual Financial Network  
 
Cheri Dworak CLU, ChFC
Associate Financial Representative
Northwestern Mutual Wealth Management Company 

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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