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 63, Series 65
Experience Industry experience
7 years
Location
Jefferson, WI
Eagle Strategies (NY Life)
Enterprise
Jennifer Mc Adow is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Zimbrick BMW for six years before focusing on financial services since 2019. Outside of her advisory role, she is chair of the Programs and Public Image committees for the Rotary Club of Lake Mills and operates an eBay resale store with her family. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Jefferson, WI
Jefferson WI
Advisors at this office
1
Wisconsin
7 years of industry experience
JMAC Financial Strategies, LLC
2025 - Present • 1 year
Jefferson, WI
Eagle Strategies (NY Life)
2025 - Present • 1 year
Jefferson, WI
NYLIFE Securities, LLC
2019 - Present • 7 years
Madison, WI
New York Life Insurance Company
2019 - Present • 7 years
Madison, WI
Zimbrick BMW
2013 - 2019 • 6 years
Madison, WI
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63
Lake Mills, WI
Denny, Barry T.
Barry Denny is the sole advisor at Denny, Barry T., an independent registered investment adviser based in Lake Mills, WI. He holds a Series 63 designation and has five years of industry experience, with 17 years as a self-employed registered investment adviser. Prior to his current role, he worked as a senior trust officer. Denny, Barry T. provides discretionary portfolio management to individuals, trustees of personal and charitable trusts, and charitable foundations. The firm follows a conservative, fundamentally driven investment approach focused on U.S.-registered stocks and investment-grade bonds, emphasizing transparency and quality through selective securities and avoidance of speculative strategies.
Series 63
Oconomowoc, WI
Hohensee Financial Services, Inc.
Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.
Series 63
Oconomowoc, WI
Hohensee Financial Services, Inc.
John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.
Series 63, Series 66
Fort Atkinson, WI
Coordinated Capital Securities, Inc.
Sara Williams is a financial advisor at Coordinated Capital Securities, Inc. with 18 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Coordinated Capital Securities in two separate periods totaling 17 years, with additional experience at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of discretionary and non-discretionary management programs and employs a team of 16 professionals managing approximately $137 million for around 186 clients.
CFP®, Series 63, Series 65
Lake Mills, WI
Aprio Wealth Management, LLC
Daniel Wilson is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His prior roles include positions at Johnson Bank, Raymond James Financial Services, Cedarpoint Investment Advisors, and J.P. Morgan Securities. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser.
CFP®, Series 63, Series 65
Lake Mills, WI
Harbour Investments, Inc.
Nathan Littrell is a CFP® with 12 years of industry experience, currently affiliated with Harbour Investments, Inc. He has previously worked at Northwestern Mutual and several related firms. Outside of his advisory role, Littrell serves as a volunteer firefighter and practices law as a public defender representing indigent clients. Harbour Investments serves a broad client base including individuals, trusts, and institutional entities, offering a variety of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, with ongoing account monitoring and multiple execution options for clients.
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