Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
New London, WI 54961
Edward Jones
Institution
Corey Knepfel is a financial advisor at Edward Jones in New London, WI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
New London, WI Burton Rd
315 Burton Rd Suite 101
New London WI 54961
Advisors at this office
1
Texas · Wisconsin
10 years of industry experience
Edward Jones
2016 - Present • 10 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
Robert Matzke is a CFP® professional with 37 years of experience in the financial services industry. He has been with Financial Services of Northeast Wisconsin, Inc. since 1996. Financial Services of Northeast Wisconsin provides personalized financial planning and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both financial planning engagements and ongoing advisory services, with an emphasis on no-load or low-load mutual funds and ETFs, and maintains a notable affiliation with insurance carriers, integrating fixed life insurance and annuity products into its recommendations.
Series 63
Appleton, WI
ASC 401(k) Management
Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.
Series 65
Appleton, WI
Duell Financial Strategies
Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.
Series 63, Series 65
Appleton, WI
Duell Financial Strategies
Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.
CFP®, Series 63
Appleton, WI
Professional Financial Management, Inc.
Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.
Series 65
Appleton, WI
Duell Financial Strategies
Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, with three years of industry experience. He holds a Series 65 designation and has prior work experience at Family First Life and Vector Marketing. Additionally, he operates as an independent insurance agent focusing on life insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and employs a fundamental, primarily long-term investment approach tailored to clients’ risk tolerance and objectives.
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