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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.llewellyn@nmfn.com 414-203-6018 Frank has been an Associate Wealth Management Advisor for John's team since he relocated from Fort Worth, TX in 2007. Frank worked as an Associate Wealth Management Advisor with another representative and has been with the company since 1994. Frank has Wisconsin insurance licenses and is securities licensed 7 and 66. How can Frank help? Questions regarding insurance matters Insurance Applications General information regarding your financial plan General Information on investment account activity, values, and asset allocation

Morgan L Kalinosky Associate Financial Representative morgan.kalinosky@nmfn.com 414.203.6008 Morgan joined John's team in 2011. She has four years experience in the Speciality Markets of Bank-Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI). Morgan holds Wisconsin insurance licenses and is currently working on her securities license. Morgan graduated from Marquette Uni versity in 2009 with a degree in Finance and International Business. How can Morgan help? Scheduling appointments with John General client service/updating client information Marketing General questions regarding insurance matters Insurance applications

Soo J Pieper Associate Wealth Management Advisor soo.pieper@nmfn.com 414-203-6018 Soo joined John's team in 2006 as an Associate Wealth Management Advisor. Prior to joining the team, Soo worked in brokerage operations at AG Edwards from 2005-2008. Soo graduated from St. Norbert University in 2004 with a degree in International Business. She is currently studying for her MBA at the University of Wisconsin Whitewater. Soo holds her Wisconsin state insurance licenses and is securities licensed 7 and 66. How can Soo help? Questions regarding your investments Assistance with new client paperwork Assistance with fund transfers

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

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 or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

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 is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. 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.

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.