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Daren James Powers

Advisor at Cetera — New Richmond, WI Tierney Drive

Updated today

Credentials

PFS™, Series 63, Series 65

Experience

28 years

Location

New Richmond, WI 54017

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,084 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Daren Powers is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ credential along with Series 63 and Series 65 licenses. He has 28 years of industry experience and a background that includes long-term roles with Avantax Advisory Services and Avantax Investment Services. Powers is also a CPA and operates a tax preparation and accounting business, Daren J. Powers, CPA S.C. He is an investor in a software development company focused on fishing data logging and participates in managing a shared services company supporting financial advisors. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that supports a variety of investment strategies and program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

New Richmond, WI Tierney Drive

246 Tierney Drive

New Richmond WI 54017

Advisors at this office

1

Most active in

Texas · Wisconsin

Work history

28 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

New Richmond, WI

Cetera

2025 - Present • 1 year

Schaumburg, IL

Shafer Financial Services

2024 - Present • 2 years

Baldwin, WI

Rychley Financial

2024 - Present • 2 years

Forest Lake, MN

University of Wisconsin River Falls

2016 - 2019 • 3 years

River Falls, WI

Avantax Insurance Agency, LLC

2013 - 2025 • 12 years

New Richmond, WI

Avantax Advisory services

1998 - 2025 • 27 years

New Richmond, WI

Avantax Investment Services, INC.

1996 - 2025 • 29 years

New Richmond, WI

Daren J. Powers, CPA

1991 - Present • 35 years

New Richmond, WI

Powers LWM, Inc

1984 - 2018 • 34 years

New Richmond, 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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Jesse S

CFP®, Series 63

Bayport, MN

Prevail Financial Partners, LLC

Jesse Sell is a CFP® with 32 years of industry experience, currently operating as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he spent 11 years at Ameriprise Financial Services, Inc. He serves as Treasurer and Secretary for his local homeowners association in West Lakeland, Minnesota. Prevail Financial Partners, LLC is an independent, state-registered advisory firm serving individual and high-net-worth clients through managed accounts and financial planning. The firm employs a client-driven investment process that integrates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, typically managing assets on a non-discretionary basis.

General retirement planning Annuities Options & derivatives strategies
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Jay R

Series 63, Series 65

Stillwater, MN

Investors Choice

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Active portfolio management Options & derivatives strategies Annuities
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Paul K

Series 66

New Richmond, WI

T/R Financial Management Group, LLC

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Equity compensation tax strategy Active portfolio management Retired
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Matthew M

Series 63, Series 65, Series 66

Stillwater, MN

Still Water Wealth

Matthew Mattheisen is a financial advisor at Still Water Wealth with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gambit Capital Management, Focus Financial Network, Osaic Wealth, Charles Schwab, and TIAA-CREF. Outside of his advisory role, he is an author of a book on career growth and mentoring and is the founder of a technology platform called Decoder Universe. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, employee benefit plan consulting, retirement-plan advice, financial planning, financial coaching, tax-preparation, and outsourced CIO consulting. The firm uses a range of investment vehicles and strategies, including ETFs, derivatives, and options, tailoring portfolios through fundamental and cyclical analysis combined with asset allocation and liability matching.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Joshua H

CFP®, ChFC®, Series 63, Series 65

Hudson, WI

Leverty FInancial Group, LLC

Joshua Hawkins is a financial advisor with Leverty Financial Group, LLC in Hudson, WI. He holds CFP® and ChFC® designations and has 15 years of industry experience. His prior experience includes roles at Northwestern Mutual and Leverty and Associates. Outside of advisory work, he co-owns LFG Tax, LLC, a tax preparation and filing service. Leverty Financial Group, LLC serves individuals, small businesses, retirement plans, and non-profit organizations through portfolio management, financial planning, and retirement plan advisory services. The firm customizes advice to client objectives and utilizes model portfolios, third-party sub-advisers, and separately managed accounts in its investment approach.

ESG / Sustainable investing
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Luke K

CFP®, ChFC®, Series 63, Series 65

Hudson, WI

Leverty FInancial Group, LLC

Luke Keene is a CFP® and ChFC® with 18 years of industry experience. He is a financial advisor at Leverty Financial Group, LLC, where he has worked since 2017 across affiliated entities, including roles at Keene Wealth Management and LFG Tax, LLC. Prior to joining Leverty, he spent over a decade with Northwestern Mutual in various investment and wealth management capacities. Outside of advising, Keene is also involved as an associate in an insurance agency. Leverty Financial Group is a six-advisor team managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a range of investment strategies and technology solutions tailored to client objectives.

ESG / Sustainable investing
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