James K. Wallace

Financial Advisor

It's About More Than Just the Money

     As a financial advisor, my passion is working alongside my clients to create a map for their financial future that gives them practical action steps to reach their goals and dreams.  To my clients, financial success is more than just numbers in your accounts.  It's about how you are using the numbers in your accounts to make a difference in the world around you.  Whether the strategies we put in place create a better future for their family, their community, or the world, my clients are all difference makers.  

     It is my goal to bring clarity to a crucial, yet complex and often uncomfortable part of people's lives.  By taking time to understand your vision and values, I help put the pieces of the financial puzzle into the right places so that we are looking one comprehensive picture.  Once we can see where everything fits, we fill in the gaps, and map out our path forward.  

     My clients often tell me that I bring them confidence and peace of mind by helping them: make sure that they are still able to hit their goals if life throws something unexpected at them, take the mystery out of investing by using a systematic approach, and step into retirement knowing they have reliable income that allows them to pursue their passions without the burden of financial stress.

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.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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