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Debra Gawlik

Advisor at Edward Jones

Updated today

Location

Milladore, WI 54454

Credentials

Series 66

Industry experience

24 years

About

Debra Gawlik is a Series 66-registered financial advisor with Edward Jones, based in Milladore, WI. She has 24 years of industry experience, all with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

446 West Street

Milladore, WI 54454

Most active in

Arizona · Texas · Wisconsin

Work history

Edward D. Jones & CO., L.P.

1997 - Present (29 years)

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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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Jenna Laws is a CFP® and CFA® with 16 years of experience in financial advising. She has worked at Evexia Wealth, LLC since 2023 and previously spent ten years with Thrivent Financial for Lutherans and its affiliated firms. Outside of her advisory role, Jenna serves as Vice President and Board Member of 16 Days, Inc., a 501(c)(3) NICU charity, and is involved in coaching entrepreneurs through MaxLife, LLC. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to build customized portfolios and offers named model portfolios, including those with digital-asset and option-related ETFs.

Private / alternative investments Options & derivatives strategies
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Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Private / alternative investments Options & derivatives strategies
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Joseph W

CFP®, Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Joseph Watson is a CFP® with 22 years of experience in the financial services industry. He currently serves as an advisor at Evexia Wealth, LLC and has previously worked with Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among others. Outside of his advisory role, he is also a licensed agent for fixed insurance. Evexia Wealth is a SEC-registered advisory firm that manages approximately $329 million across about 400 client relationships, serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term, fundamental-analysis-driven investment approach and offers customized portfolios alongside ongoing financial planning and consulting.

Private / alternative investments Options & derivatives strategies
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Scott B

Series 66

Stevens Point, WI

Associated Investment Services, Inc.

Scott Biertzer is a financial advisor at Associated Investment Services, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. for six years before joining his current firm in 2021. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers access to model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services on the Envestnet/NFS platform with a predominantly non-discretionary management approach.

Tax-loss harvesting Passive / index investing Active portfolio management Factor investing / smart beta Retired Founder/Business Owner
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Gr H

Series 66

Stevens Point, WI

Ameriprise

Gr Hartsough is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Stifel Nicolaus for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is a member of GR54467, LLC and HH Ranch LLC, both non-investment-related business ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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