Keith A Dragoo, CASL®
Wealth Management Advisor


The Dragoo Financial Group

Professional

“It is our firm's mission to listen, clarify and help you prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.”

- Keith Dragoo

Keith is an experienced professional who has devoted his career to strategic wealth management and financial planning.  His approach draws on over thirty years of personal experience and the extensive resources of the Northwestern Mutual Wealth Management Company.  Keith focuses on building long-term relationships based on integrity, knowledge and commitment.

Keith Dragoo has a deep passion for listening to his client’s needs while allowing them to express their true financial goals. He is dedicated to providing solutions and distribution strategies as unique as each individual he serves.  Keith Dragoo works extensively with successful companies and individuals. His greatest value is his ability to connect with his clients and develop long-term relationships.

Keith started at Northwestern Mutual as a college intern while studying at Oregon State University.  In 1983 he became a full-time Financial Representative for the company.  In the years since he has built a wealth management team whose actions reflect our promise to always do the right thing for our clients.

Awards and Accomplishments

Forum- Status achieved by the top 5% of Northwestern Mutual advisors nationally 2014-2017

MDRT- Million Dollar Round Table Qualifying Member 2008-2017

             Court of the Table 2013-2015

             Top of the Table 2015-2017

NAIFA- National Association of Insurance and Financial Advisors Quality Award 2011-2017

Designations

CASL®- Chartered Advisor for Senior Living

The CASL® designation focuses exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, advisors gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

 

 

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