Customizing Your Financial Plan

I help my clients achieve a more secure future for themselves, their families, and businesses by working individually with them to fully understand their situation and build a long-term relationship as their trusted financial advisor. 

Together, we will create a detailed financial plan that builds a firm financial foundation to serve your needs over time.  I will work to understand your current personal and financial circumstances and your goals for the future. Then, we will build a strategy that is right for you and that balances your short-term needs with your long-term goals.

And as your personal and business advisor, I'll stay in touch, so we can evaluate and adjust your plan over time and make the changes necessary to respond to whatever life brings -  protecting your overall financial picture and addressing your personal hopes for the future.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security. We can assure you that your changing needs have been understood and are being addressed. And when it comes to implementing solutions, we leverage the full capabilities of Northwestern Mutual to provide you with a comprehensive range of products and services tailored to meet your business and personal goals.

                                                                                                                       - Lane A. Barkstrom

Lane A Barkstrom, CFP®, CLU®, CLTC

Wealth Management Advisor

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients.

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