My Mission

“My mission is to help successful professionals and business owners match their needs with financial solutions through open, honest relationships."

 

Your Future is Now

Jim Grogan and his team serve clients in the Greater Milwaukee area.

The need for a secure financial future is common to every individual and organization, but the ways of getting there are as varied as the situations they address. Each entity has its own past, present and expected future, and the corresponding financial solutions must be structured according to these factors to have any chance of success. What is required in every case is a personal planning analysis to ensure that the path taken heads in the direction of the intended destination.

Jim Grogan helps connect individuals and organizations to their paths toward secure financial futures. He begins with a conversation aimed at fully understanding the baseline situation and any expected needs and aspirations, during which he often uncovers factors that previously weren’t part of the equation. With this information Jim Grogan develops a selection of financial solutions tailored to address the unique lives of the participants, and he remains close to the client to provide additional recommendations as evolving factors warrant.

Explore this site to learn more about Jim Grogan and his team, and then contact him to begin a conversation to help you build a secure financial future.

Spotlight on Careers

In addition to his role as a financial advisor, Jim Grogan serves as the Managing Director for Northwestern Mutual - Park Place, a local district network office located in Milwaukee.

Click here to learn more about a career as a financial representative.
 

 

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jim P Grogan, CLU®

Managing Director

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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