Kendall Bregenzer, Financial Advisor

Common questions I hear from people looking at our industry:

"Do I have to have a finance degree?" 📈
"Is this a corporate job where I am required to be in office 9-5?" 🏢
"I'm bad at math and numbers-- I don't know if I can be successful here!" ✍️

I have a Vocal Music Education degree, and made a successful transition to the finance industry. Training, licensing, and mentorship have all been essential to my growth as I learn and develop.

I have the autonomy to create a schedule that works best for me. Most of my time is spent with clients, so whether that's a Zoom call working from home, an in-person meeting at our office, or working out of a coffee shop, I enjoy the flexibility of a hybrid schedule.

Characteristics such as active listening, empathy, critical thinking, and relationship building are key for success in this role. You don't have to be a mathematician!

My team is hiring! If you're curious about making a career change, let's have a conversation. With transferrable skills and a supportive team, there is a massive opportunity to be successful here.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6180B8V8ys

Let’s talk through the right type of life insurance for your needs and goals. http://spr.ly/6187BBQnE1

On this Friday, I'm grateful for a career where I have the opportunity to lead, serve, and growth alongside other incredible women.

Recently, I was featured in an article where I talk about my passion for seeing more female leaders in the financial industry:

http://spr.ly/6183B8HKID

For women exploring a career change - or looking for a path where empathy, communication, and leadership truly matter - we're building something worth joining.

Join us for an exclusive virtual event with New York Times bestselling author Morgan Housel on June 24th! He’ll unpack insights from his new book, The Art of Spending Money, including value-based spending and his “enough” principle.

Expect practical takeaways on how your relationship with money shapes spending decisions and how to align it with greater happiness and peace of mind. Register here to join us: http://spr.ly/6185B86AWL

To ensure access, be sure to list my name (Kendall Bregenzer) as the advisor that invited you when registering.

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6187BB4dcZ

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.