Advisor at Beacon Pointe Advisors, LLC
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.
Location
River Falls, WI 54022
Credentials
Series 65
Industry experience
1 year
James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.
Based on Beacon Pointe Advisors, LLC
Based on Beacon Pointe Advisors, LLC
Fixed fees for financial planning and educational seminars, negotiable based on complexity
$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund
Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services
Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged
Annual retainer fees for consulting services, tiered based on assets under supervision
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated
715 Troy St.
River Falls, WI 54022
Wisconsin
Beacon Pointe Advisors, LLC
2025 - Present (1 year)
Geissler CPA, Inc.
2017 - Present (9 years)
Landmark Wealth Management Group
2017 - 2024 (7 years)
Schechter Dokken Kanter CPAs
2014 - 2017 (3 years)
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.
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.
Is not active or affiliated with:
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.
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
Prescott, WI
Pro Advisors, Ltd. dba R J Pickle Financial Services
Ricky Pickle is a CFP® and Series 63-licensed financial advisor with 24 years of industry experience. He is the sole advisor at Pro Advisors, Ltd., operating as R J Pickle Financial Services, and has been president of R.J. PICKLE, CPA, CFP, PC since 2013, providing tax preparation services. The firm offers investment management and financial planning to individuals, high-net-worth clients, and businesses, using a combination of fundamental and technical analysis to guide portfolio construction and ongoing monitoring. It integrates investment advisory services with tax preparation and planning, reflecting the advisor’s dual credentials as a CPA and CFP®.
CFP®, Series 63
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Prevail Financial Partners, LLC
Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.
CFP®
Ellsworth, WI
808 Investments
Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.
Series 65
River Falls, WI
Portfolio Design Services, LLC
Angela Tille is a Series 65-licensed financial advisor with five years of industry experience. She has worked exclusively at Portfolio Design Services, LLC since 2019 and previously was involved with the Tille Family business for 13 years. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm emphasizes diversified portfolios and uses a range of investment instruments tailored to client risk tolerance, operating primarily under a fee-only fiduciary model.
Series 65
River Falls, WI
Portfolio Design Services, LLC
Bradley Olson is a Series 65 licensed advisor with 18 years of experience, currently with Portfolio Design Services, LLC in River Falls, WI. He has been with the firm since 2007. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizes diversified portfolios based on Modern Portfolio Theory, and offers a full range of ERISA roles in its retirement practice.
Series 63, Series 65
Christiansted St. Croix, VI
Portfolio Design Services, LLC
Tonya Swinnea is a financial advisor at Portfolio Design Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Portfolio Design Services since 2016. Outside of her advisory role, she owns and operates Desert Flower Creations, a jewelry design and manufacturing business she started in 1997. Portfolio Design Services, LLC provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services to individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm operates as a fee-only fiduciary and emphasizes ongoing advisory relationships supported by diversified, model-based portfolios and comprehensive retirement plan services.
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