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Amanda M Barwick

Advisor at Ameriprise — Mukwonago, WI S Rochester St

Updated today

Credentials

Series 66

Experience

3 years

Location

Mukwonago, WI 53149-9031

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Amanda Barwick is a financial advisor with Ameriprise in New Berlin, WI, holding a Series 66 designation and nine years at Ameriprise following five years at Briggs & Stratton. She has two years of industry experience. Outside of her advisory role, she owns Pickled Oak, a retail business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Mukwonago, WI S Rochester St

1231 S Rochester St, Ste 130

Mukwonago WI 53149-9031

Advisors at this office

2

Most active in

Wisconsin

Work history

3 years of industry experience

Ameriprise

2017 - Present • 9 years

Mukwonago, WI

Briggs & Stratton

2012 - 2017 • 5 years

Wauwatosa, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Robert S

Series 65

New Berlin, WI

Sperka Investment Management, LLC

Robert Sperka is the sole advisor at Sperka Investment Management, LLC, an independent registered investment adviser based in New Berlin, WI. He holds a Series 65 designation and has four years of industry experience, including roles at The Kinetic Company, Inc. and US Bank. Sperka Investment Management, LLC provides discretionary asset management services to individuals, high-net-worth clients, and trusts. The firm employs both fundamental and technical analysis to create portfolios aligned with client goals and risk tolerance, offering features such as discretionary trading authority, quarterly reviews, and tax-loss harvesting.

Active portfolio management
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Thomas D

Series 63, Series 66

East Troy, WI

Coast Advisory LLC

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Active portfolio management Tax-loss harvesting
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Ryan S

Series 66

Dousman, WI

Hohensee Financial Services, Inc.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
user avatar

Candice G

Series 65

Muskego, WI

Breakthru Advisory Services, LLC

Candice Genrich is a financial advisor at Breakthru Advisory Services, LLC with a Series 65 credential and experience spanning roles in mortgage lending and banking since 2016. She joined Breakthru Strategies, Inc. in 2024 after working at Omni Home Lending, Guild Mortgage, and Citizens Bank. Breakthru Advisory Services provides asset management and financial planning to individuals, trusts, estates, and high-net-worth families, offering discretionary portfolio management, investment oversight, and financial consulting tailored to client goals and risk tolerance.

Retirement income strategy Cash flow / budgeting General tax planning
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