Justus Gerald Hedeen

Advisor at Merrill — Green Bay, WI

Updated today

Credentials

Series 66

Experience

17 years

Location

Green Bay, WI 54304

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,186 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on identifying and matching client goals with appropriate financial strategies and conducts due diligence on the team's investment strategies and portfolios. Justus has been recognized as a member of the RH Group Wealth Management team's inclusion in the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026.

He began his career in the financial services industry in 2003 as an Investment Analyst specializing in corporate bonds at a Fortune 100 company. Justus earned the Chartered Financial Analyst® (CFA®) designation in 2006 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics.

Outside of his professional career, Justus serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. He enjoys spending time with his wife, Katie, and their two sons, Xavier and Ethan, including weekends in Door County, traveling, and supporting the Packers. His personal interests also include cooking, football, music, and reading.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy ESG / Sustainable investing

Demographic focus

LGBTQIA Values-based investing

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Green Bay, WI

480 Pilgrim Way

Green Bay WI 54304

Advisors at this office

8

Most active in

Texas · Wisconsin

Work history

17 years of industry experience

Bank Of America,Na

2010 - Present • 16 years

Wayne, NJ

Merrill

2010 - Present • 16 years

Green Bay, WI

MSI Financial Services, Inc.

2009 - 2010 • 1 year

De Pere, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
user avatar

David H

Series 63, Series 65

Suamico, WI

Fiduciary Insight, LLC

David Horn is the sole advisor at Fiduciary Insight, LLC in Suamico, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Clearing. Outside of his advisory role, Horn is a licensed insurance agent involved in insurance product sales. Fiduciary Insight, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, as well as retirement plan consulting for company-sponsored plans. The firm offers tailored investment strategies based on client goals and risk tolerances, managing approximately $20 million in discretionary assets with quarterly account reviews.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k)
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Mark N

Series 63, Series 65

Green Bay, WI

Transform Retirement

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Social Security optimization Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Christian Faith Based
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Duane M

Series 65

Green Bay, WI

Epiphany Health & Wealth

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning
user avatar

Nathan B

Series 63, Series 65

Green Bay, WI

Barington Capital Management, LLC

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Annuities
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Kenneth M

CFP®, Series 65

Green Bay, WI

Melotte Financial Advisors

Kenneth Melotte III is a CFP® professional with 17 years of experience in financial advising. He is the principal of Melotte Financial Advisors in Green Bay, WI, where he has worked since 2014, including prior roles at Confluence Wealth Management LLC and Plante Moran Financial Advisors. Melotte Financial Advisors provides portfolio management and comprehensive financial planning services for individuals and families across a range of net-worth levels. The firm uses a strategic asset allocation process based on individualized financial projections and stress tests, employing a primarily buy-hold-rebalance approach with the option for tactical adjustments, and offers a Tactical Growth strategy aimed at managing downside risk during market declines.

Life insurance needs analysis Wealth management Real estate investing Options & derivatives strategies
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