William Mark Wagner II

Financial Representative

My Mission

Billy and his team help provide financial security through Risk Based Planning and Wealth Accumulation.  We strive to insure that our clients reach each and everyone of their financial goals.

When people look back on their lives, they often find that they are more successful than they could have thought, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.

Keeping pace with life's changes is important. Let us help you achieve a secure financial future.  By working together, we can help you identify your financial goals and objectives. Help you prepare for the future and help protect against life's unexpected turn.

Our team also helps business attract and maintain employees by working with their employer sponsored retirement benefits. We can customize a plan to fit your company's specific needs while providing outstanding service.

 

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

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.

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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