IN Mt. Lebanon Summer 2024 | Page 2

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FINANCIAL PLANNING ESTATE PLANNING WEALTH ADVISORY SERVICES

RISK MANAGEMENT SOLUTIONS FEE-BASED PLANNING

Forbes Best-In-State Wealth Management Teams ( 1 / 9 / 2024 ), Research & ranking provided by SHOOK ® Research , LLC – Data as of 3 / 31 / 23 . 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 .

JKSFinancial . com

Daniel Keith Jenkins and Geoffrey P Kasse use JKS Financial as a marketing name for doing business as representatives of Northwestern Mutual . JKS 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 . Daniel Keith Jenkins and Geoffrey P Kasse provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company ® ( NMWMC ), Milwaukee , WI , a subsidiary of NM and federal savings bank . Daniel Keith Jenkins and Geoffrey P Kasse 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 ). Daniel Keith Jenkins and Geoffrey P Kasse are Insurance Agents of NM .