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Ernest Pepel

Advisor at Michael Traxler Wealth Management, LLC

Updated today

Location

New Prague, MN 56071

Credentials

Series 65

Industry experience

6 years

About

Ernest Pepel is a Series 65 licensed financial advisor with Michael Traxler Wealth Management, LLC, where he has worked since 2019. He has five years of industry experience and previously spent ten years at Avid Fleet Maintenance. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm employs a client-focused investment approach using documented goals, risk tolerance, and a combination of fundamental and technical analysis.

Client services

Based on Michael Traxler Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Michael Traxler Wealth Management, LLC

Annuities

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Fee options

Percentage

$0 - $49,000: 1.40% annually $50,000 - $99,999: 1.25% annually $100,000 - $249,999: 1.10% annually $250,000 - $499,999: 0.95% annually $500,000 - $999,999: 0.85% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $4,999,999: 0.65% annually $5,000,000+: 0.60% annually

Project-based

$200 per hour for financial planning

Other

Account minimum: $100,000 Fee-only: 1.0% annually for American Funds Service Company (AFS) accounts, billed quarterly in arrears

Location

222 Main St. E.

New Prague, MN 56071

Most active in

Minnesota · Texas

Work history

Michael Traxler Wealth Management, LLC

2020 - Present (6 years)

Michael Traxler Wealth Management, LLC

2019 - 2020 (1 year)

Avid Fleet Maintenance

2009 - 2019 (10 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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Scott L

Series 63, Series 66

Prior Lake, MN

Strategic Finance & Management, LLC

Scott Langguth is a financial advisor at Strategic Finance & Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Strategic Finance & Management since 2014. Outside of advising, he performs financial analysis and planning through Sigma Planning Corporation and prepares taxes for family members. Strategic Finance & Management is an independent investment adviser serving individual investors and various institutional clients. The firm offers personalized portfolio management, financial planning, consulting, and estate management, combining fundamental, technical, and cyclical analysis in its investment approach.

Options & derivatives strategies
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Richard M

CFP®, PFS™, Series 63

Prior Lake, MN

Compass Private Wealth Consulting, LLC

Richard Miller is a CFP® and PFS™ credentialed financial advisor with 18 years at Compass Private Wealth Consulting, LLC and over 26 years of experience including his tenure at RSM McGladrey, Inc. He maintains an active CPA practice focused on individual tax return preparation during tax season. Compass Private Wealth Consulting is an independent, fee-only firm managing approximately $18.2 million for about 35 clients. The firm provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and charitable organizations, using mutual funds, ETFs, and individual equities with both fundamental and technical analysis.

Debt management Business succession planning General retirement planning Cash flow / budgeting
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Bradley S

Series 63, Series 66

Elko, MN

Family Wealth Management

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Active portfolio management Tax-loss harvesting
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Brian J

Series 66

Elko New Market, MN

NextGen Financial Advice LLC

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Business ownership considerations College savings (529s, UTMA, etc.) Planning for children with special needs Founder/Business Owner Parents
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Isaac B

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC in New Prague, MN. He holds a Series 65 designation and began his advisory career in 2023. Prior to joining the firm, he worked at Chart Industries and was a full-time student for several years. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios based on client goals, risk tolerance, and time horizons, utilizing both fundamental and technical analysis under discretionary authority.

Annuities
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Daniel U

Series 63, Series 66

Belle Plaine, MN

Pankonin Financial Group

Daniel Uecker is a financial advisor with Pankonin Financial Group, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates, and he has owned Uecker Insurance since 1988. Outside of his advisory work, he serves as an elder at Immanuel Lutheran Church and is president of the Gaylord Chamber of Commerce. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm emphasizes client-tailored portfolios based on documented profiles and investment policy statements, and serves over 800 clients with two advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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