A Collective Approach

Let's Stay Connected

As a licensed insurance broker and financial advisor, I apply my knowledge, education and multiple insurance resources to best meet the needs of my clients.  

Together we will plan review and chart your course.  



CPA -  Certified Public Accountant

ChFC® – Chartered Financial Consultant

CLU® – Chartered Life Underwriter

CLTC® - Certification for Long-Term Care

CASL® -  Chartered Advisor for Senior Living 

RICP® - Retirement Income Certified Professional 

Want to learn more about Jim's designations? Click here for a great resource from the American College of Financial Services that explains in detail each of these professional designations.

For additional information, call Jim at (248) 244-6080 or email james.smallegan@nm.com


Jim Smallegan

Jim Smallegan, CPA, RICP®, CASL®, CLU®, ChFC®

Wealth Management Advisor

  • Office 248-244-6080
  • Mobile 248-961-1001


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.