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WHERE LIFE

Meets Legacy

When it comes to your life and career, you’re the one in the driver’s seat.
Whether you own a business or keep one running, you have earned a life of
flexibility, with the freedom to decide how you spend your time, money, and
energy.

This is particularly important because you want to live a good life for your
family, community, and higher purpose - whatever that may be.

There's just one thing holding you back: lately, you find yourself feeling
uncertain and less in control as you anticipate your next stage of life.
However, that next stage - whether it’s sending the kids off to college or
prioritizing retirement – is becoming a reality, fast. You’re thinking about the
logistics of it all and wondering if you’re truly doing as well as you think you
are.




THIS IS WHERE WE COME IN. PARK PLACE IS WHERE YOUR LIFE MEETS YOUR LEGACY.

We understand you need more than just an insurance agent or an investment guru.
You need an advisory team you can always lean on, who can integrate all elements
of your financial plan and help you make sense of your bigger picture.

As experienced financial experts, we help you align the life you’re living now
with the vision you have for your future, keeping you and your family
financially sharp in all the ways that matter most.




WE HELP YOU ALIGN THE LIFE YOU’RE LIVING NOW WITH THE VISION YOU HAVE FOR YOUR
FUTURE.

LET’S GET STARTED


CONTACT US

11270 W. Park Place STE 100
Milwaukee, WI 53224
Office (414) 358-5102
Email

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.

William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy
Fifrick, Charles F Hartt V and Kevin R Swiontek use Park Place Wealth Management
as a marketing name for doing business as representatives of Northwestern
Mutual. Park Place Wealth Management 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. William Mark Boyle,
Christopher David Carlson, James P Grogan, Rick Timothy Fifrick, Charles F Hartt
V and Kevin R Swiontek provide investment advisory services as Advisors of
Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a
subsidiary of NM and federal savings bank. William Mark Boyle, Christopher David
Carlson, James P Grogan, Rick Timothy Fifrick and Charles F Hartt V are Agents
of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care
insurance) a subsidiary of NM. William Mark Boyle, Christopher David Carlson,
James P Grogan, Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek
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). William Mark Boyle, Christopher David Carlson, James P Grogan,
Rick Timothy Fifrick, Charles F Hartt V and Kevin R Swiontek 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.

William Mark Boyle, Christopher David Carlson, James P Grogan, Rick Timothy
Fifrick, Charles F Hartt V and Kevin R Swiontek are primarily licensed in WI and
may be licensed in other states.

William Mark Boyle CA License: 0I21269
Christopher David Carlson CA License: 0I50910 NPN: 9420851
James P Grogan AR License: 335304 CA License: 0C91527 NPN: 335304
Charles F Hartt V CA License: 4308300

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

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