David J Triezenberg, CLU®

Wealth Management Advisor

Our goal is to give our client base the utmost attention.  There is not a more important objective on an everyday basis.  Our team has a deep-seated desire to make sure we take the very best of our clients.

Dave's thriving high-touch practice is focused on delivering comprehensive planning, investment, and insurance services tailored to high net worth individuals and families nationwide.  The core of his clientele consists of investment bankers and principals of hedge, venture capital, and private equity funds.   Dave has built trust with his clients through consistency, leadership, and highly personalized service.  He has a tremendous attention to detail and a deep knowledge of the areas of specialties that he handles.  

Clients value the expert guidance Dave has been providing for over 24 years on the many financial decisions impacting their lives, including retirement income distribution, tax efficiency, business transition, education funding, leaving a legacy, or caring for an aging parent.

Dave's practice delivers the extensive resources of the Northwestern Mutual Wealth Management Company within the context of client planning guided by professionsals who have worked to obtain the most respected acadmeic designations in the field.    

His achievements have led him to be recognized as a member of the elite Northwestern Mutual Forum, which represents the top producing Northwestern Mutual Financial Representatives in the country.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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