Wendy Lessley, CFP®, CLU®, ChFC®, CASL®, REBC®

Financial Representative

Wendy Lessley

Office: 406-522-4759

1276 N 15th Ave Ste 202
Bozeman, MT 59715-3269

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Financial security is a major objective in each of our lives. Sound financal plans consist of both offensive strategies (such as saving for retirement or education funding) and defensive strategies (in case things don't go as you hoped). Whether you'd like to discuss personal or business needs, I can help you find appropriate solultions. Although I have six professional designations, in order to give you the best possible advice, I do not charge for my time, so please come visit.

My Mission

As a trusted professional, I will learn about your personal and financial goals, and apply ethics, passion, and logic to help you create a strategic needs analysis. I'll review and update your specific case as your life changes to help you identify your needs and provide you with specific risk protection and investment solutions. I find great joy in developing long term relationships with my clients and their team of advisors.

 

Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.