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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jim P Grogan, CLU®

Managing Director

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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