Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

 

My mission is to educate and inspire people and businesses of the communities I serve, to plan in a manner that leaves a legacy of generational wealth and security.

 

Proud to be a Financial Advisor and Field Director for

Northwestern Mutual of Montana~Enriching Lives and Building Financial Security

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.

James Derrick Kaiser
Financial Advisor


Kaiser Skaggs Wealth Management Group

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.

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

 

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