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I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Frank E Llewellyn Associate Wealth Management Advisor Frank E Llewellyn, CLTC Frank has been an Associate with Northwestern Mutual since 1994. Frank joined John’s team in January of 2008 after relocating to Milwaukee from Texas. He oversees John’s Insurance Planning Department and works with John to develop solutions to help solve the risk based needs of our clients. v Life and Disability Insurance Designations: Certified in Long Term Care (CLTC) Licenses: Life, Health, Series 6, 63, 7, 66 v Annuities v Business Insurance v Long Term Care Insurance

Soo J Pieper Associate Wealth Management Advisor Soo Pieper Soo has been in the financial services industry since 2005 and joined John’s team in November of 2008 as an Associate Wealth Management Advisor. In addition to managing our appointment calendar, Soo oversees our compliance initiatives and assists in all aspects of general client services. Education: -Bachelor of Business Administration from St. Norbert College. -Enrolled in the MBA program through the University of Wisconsin - Whitewater Licenses: Life, Health, Series 7 and 66. v General account questions and maintenance.

Legal Notice | Online Privacy Statement | Customer Privacy Notice

Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.

Barrett Financial is a marketing name for John J Barrett Sr and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. John J Barrett Sr is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 731 N Jackson St Ste 100, Milwaukee, WI 53202-4697, 414-224-5000, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Cornerstone Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

John J Barrett Sr is primarily licensed in Wisconsin and may be licensed in other states.

AR License: #325357

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.