Frank J Dosch, CLU®, ChFC®

Wealth Management Advisor

My Team

Every smart business has a plan in place for emergencies and opportunities—and ours is no different. We help our clients prepare for their own succession plan, whether that be for an expected retirement or an unexpected catastrophe, and we practice what we preach.

I have the unique privilege of being part of a father-son team that delivers the best of both worlds: My 37 years of experience, education and ideas, complemented by Jared’s 13  years of energy, credentials, and insight. Jared has earned a Chartered Life Underwriter (CLU®) designation and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, maintains his own practice, and collaborates with me on many cases. He is also a Chartered Special Needs Consultant (ChSNC) helping families plan for loved ones with special needs. I have every intention of continuing to serve my clients as a Wealth Management Advisor for many years to come, but I take pride in the fact that we have the team in place that can pick up where I leave off if need be. 
 

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


 My Colleague:

 

Jared A. Dosch, CLU, CFP®Jared A. Dosch, CLU, ChSNC, CFP®
Wealth Management Advisor
(740) 452-4596


 



 

 

 


My Team:

 

Amy L Dosch

Office Manager
Office 740-452-4596


 
Brent M Mirgon

Brent M Mirgon, CRPC®

Associate Wealth Management Advisor
Office 740-452-4596
 
Matthew R Schreiber

Matthew R Schreiber

Associate Wealth Management Advisor
Office 740-452-4596
 

Michael West

Associate Financial Representative
Office 740-452-4596
 
 

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