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ANCHORED IN VALUES.
ROOTED IN GROWTH.


VALUES & MISSION

Money is a central component for every American household. We believe everyone
deserves a financial plan to achieve greater prosperity and live their life by
design. Our organization represents the time, energy and expertise for those we
serve, to enhance and optimize financial independence in every season of life.
We are a keystone of the communities we serve.

Four Oak Financial is rooted in growth, a core value which drives our approach
to building an enduring firm, to steward the financial and personal goals of our
clients.

We enrich the lives of the families we serve, nurturing client relationships,
growing emerging leaders and blossoming a path to a lifelong career for the
members of our team.

We partner with thought leaders, disrupters and change agents committed to
making a difference. Our clients are committed parents and successful business
leaders who strive for a better life for their families and communities. We
facilitate a counselor-centered process of goal setting and self-discovery for
families and businesses who want a better future.

Our work provides the greatest value to business owners, executives,
pre-retirees and retirees. We can serve anyone who loves their family and cares
about improving their future.




PLANNING PHILOSOPHY

We embrace a counselor-centered approach to best understand the personal,
professional, and financial goals that are most important to you.

We review the steps you have already taken toward your goals and determine how
best to provide tailored recommendations to further help you achieve them.

We continue to work together by regularly reviewing the progress toward your
goals.




FORBES NEWS


OUR TEAM IS ONE OF THE BEST

Forbes has recognized Mike Lindberg as one of the Best- In- State Top Financial
Security Professionals (2022 & 2023), Al Patel as one of the Best-in- state
Wealth Advisors (2022 & 2023), and Jim Stinson as one of the Best- In- State Top
Financial Security Professionals (2023). Many thanks to our hardworking team,
amazing clients, and partnership with Northwestern Mutual. This would not have
been possible without you.



--------------------------------------------------------------------------------

Forbes Top Financial Security Professionals list (July 2023, July 2022). Based
upon data as of December 31 of the previous year. Forbes "Best-in-State Wealth
Advisors" list (April 2023, April 2022). Based upon data as of June 30th of the
preceding year. Research and ranking provided by SHOOK Research. Northwestern
Mutual and its advisors do not pay for placement on 3rd party rating lists, but
do pay marketing fees to these organizations to promote the rating(s). Rankings
and recognitions are no guarantee of future investment success.


CHICAGO OFFICE

1 N Wacker Dr, Suite 4600
Chicago, IL 60606


DEERFIELD OFFICE

500 Lake Cook Rd, Suite 100
Deerfield, IL 60015


OAK BROOK OFFICE

2015 Spring Rd, Suite 100
Oak Brook, IL 60523

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

John Francis Baker, Michael Bryant Lindberg, Alap Balkrishna Patel, James Thomas
Stinson, John Chen, David W Gordon Johnson, Lanita A Harris, Jeffrey Kim, David
J Lindberg, David Grant Metzger and Kenneth Benjamin Soren use Four Oak
Financial as a marketing name for doing business as representatives of
Northwestern Mutual. Four Oak Financial is not a registered investment adviser,
broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is
the marketing name for The Northwestern Mutual Life Insurance Company,
Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance
with long-term care benefits) and its subsidiaries. John Francis Baker, Michael
Bryant Lindberg, Alap Balkrishna Patel, James Thomas Stinson, John Chen, David W
Gordon Johnson, Lanita A Harris, Jeffrey Kim, David J Lindberg, David Grant
Metzger and Kenneth Benjamin Soren provide investment advisory services as
Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee,
WI, a subsidiary of NM and federal savings bank. John Francis Baker, Michael
Bryant Lindberg, Alap Balkrishna Patel, James Thomas Stinson, John Chen, Jeffrey
Kim and Kenneth Benjamin Soren are Agents of Northwestern Long Term Care
Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM.
John Francis Baker, Michael Bryant Lindberg, Alap Balkrishna Patel, James Thomas
Stinson, John Chen, David W Gordon Johnson, Lanita A Harris, Jeffrey Kim, David
J Lindberg, David Grant Metzger and Kenneth Benjamin Soren provide investment
brokerage services as Registered Representatives of Northwestern Mutual
Investment Services, LLC (NMIS), a subsidiary of NM, registered investment
adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). John
Francis Baker, Michael Bryant Lindberg, Alap Balkrishna Patel, James Thomas
Stinson, John Chen, David W Gordon Johnson, Lanita A Harris, Jeffrey Kim, David
J Lindberg, David Grant Metzger and Kenneth Benjamin Soren are Insurance Agents
of NM.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.



John Francis Baker, Michael Bryant Lindberg, Alap Balkrishna Patel, James Thomas
Stinson, David W Gordon Johnson, Lanita A Harris, Jeffrey Kim, David J Lindberg,
David Grant Metzger and Kenneth Benjamin Soren are primarily licensed in IL and
may be licensed in other states. John Chen is primarily licensed in AR and may
be licensed in other states.

John Francis Baker AR License: 11587084 CA License: 0H74119
Michael Bryant Lindberg AR License: 8593351 CA License: 0F86292
Alap Balkrishna Patel AR License: 9022191 CA License: 1953772 NPN: 9022191
James Thomas Stinson CA License: 0H23262
John Chen AR License: 17809729 CA License: 0M73075

Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.

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