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Baylee Ann Saladis

Advisor at MBE Wealth Management, LLC — Tomah, WI

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

Tomah, WI 54660

MBE Wealth Management, LLC logo

MBE Wealth Management, LLC

Team

Total advisors

13

Across 3 offices

Clients per advisor

195 Very High

Avg AUM per client

$294,358 Very Low

HNW client ratio

7% Very Low

About

Baylee Saladis is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously at Wealthspire Advisors in 2020. Saladis is also affiliated with the University of Wisconsin-Madison and has experience in insurance sales. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach with fundamental and technical analysis, and offers a range of financial planning and consulting services.

Client services

Based on MBE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on MBE Wealth Management, LLC

Wealth management ESG / Sustainable investing Retirement income strategy

Occupation focus

Based on MBE Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning engagements range from $500 to $2,500 per engagement

Percentage

Up to 1.50% annually (negotiable based on factors such as complexity, asset level, overall relationship)

Commissions

Commission-based compensation earned for selling insurance products, separate from advisory fees

Project-based

Financial planning services hourly fees range from $100 to $300 per hour

Other

Fee-only: Investment advisory fees paid quarterly or monthly, ranging up to 1.50% annually, negotiable; Financial planning fees $100-$300/hour or fixed fees $500-$2,500 per engagement; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fee 0.65% annually on assets under management

Location

See office

Tomah, WI

200 W. Warren St.

Tomah WI 54660

Advisors at this office

11

Most active in

Wisconsin

Work history

5 years of industry experience

MBE Wealth Management, LLC

2021 - Present • 5 years

Reedsburg, WI

Wealthspire Advisors

2020 - 2020 • 1 year

Madison, WI

University of Wisconsin-Madison

2018 - Present • 8 years

Madison, WI

University of Wisconsin-Madison

2017 - Present • 9 years

Madison, WI

Wisconsin Riverside Resort

2015 - 2020 • 5 years

Spring Green, WI

High School

2013 - 2017 • 4 years

Spring Green, 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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Austin L

Series 65

Tomah, WI

MBE Wealth Management, LLC

Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Justin P

Series 65

Tomah, WI

MBE Wealth Management, LLC

Justin Philipp is an advisor at MBE Wealth Management, LLC in Tomah, Wisconsin, holding a Series 65 designation. He joined the firm in 2025 and has prior experience as a student at the University of Wisconsin-Whitewater and working at Bobbers Island Grill. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions with financial planning and portfolio management. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and integrates fundamental and technical analysis to customize asset allocations.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Michael P

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Joseph B

Series 63, Series 65, Series 66

Tomah, WI

MBE Wealth Management, LLC

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Chadwick G

Series 65

Tomah, WI

MBE Wealth Management, LLC

Chadwick Gaffney is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding a Series 65 credential and one year of industry experience. He previously worked at Stone Pillars Wealth Management and Northwestern Mutual and has been involved in multiple business ventures since 2018. Gaffney serves as a tactical aircraft maintenance technician with the Wisconsin Air National Guard. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions, offering financial planning and portfolio management with a primarily long-term, diversified approach utilizing mutual funds, ETFs, and independent managers. The firm works with institutional custodian platforms and provides additional fiduciary and consulting services, including an affiliation with an accounting and consulting firm.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Jacob K

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC

Jacob Krueger is a CFP® with 17 years of industry experience, currently serving as a financial advisor at MBE Wealth Management, LLC since 2013. He previously worked at LPL Financial LLC for five years. Outside of advisory services, he is also engaged in insurance sales as a licensed insurance agent. MBE Wealth Management provides advisory services to a diverse client base, including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, supported by fundamental and technical analysis and continuous account monitoring.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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