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

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more

 

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