user avatar

Kenneth Truyman

Advisor at LPL Financial

Updated today

Location

Kaukauna, WI 54130-9352

Credentials

Series 63, Series 65

Industry experience

8 years

About

Kenneth Truyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Thrivent Financial and Thrivent Investment Management from 2017 to 2023, and at Humana Inc. from 2011 to 2017. He is also involved in selling whole life, universal life, long-term care and disability insurance, as well as fixed and fixed index annuities through ECA Marketing. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

930 Evergreen Dr

Kaukauna, WI 54130-9352

Most active in

Wisconsin

Work history

LPL Financial

2023 - Present (3 years)

Thrivent Financial

2017 - 2023 (6 years)

Thrivent Investment Management Inc

2017 - 2023 (6 years)

Thrivent Financial

2017 - 2017 (1 year)

Humana Inc.

2011 - 2017 (6 years)

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

John W

Series 63, Series 65

Menasha, WI

Wiara Investment Management, LLC

John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Active portfolio management
user avatar

Kenneth M

CFP®, Series 65

Green Bay, WI

Melotte Financial Advisors

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

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

Kameron K

Series 63, Series 65

Appleton, WI

Kamko Financial

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

Cash flow / budgeting Debt management
user avatar

Ronald K

CFP®, Series 63, Series 66

Appleton, WI

Kolash Wealth Strategies, LLC

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Options & derivatives strategies
user avatar

Nathan S

Series 63

Appleton, WI

ASC 401(k) Management

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Retirement income strategy General retirement planning Social Security optimization Cross-border / expatriate tax planning Business sale tax planning Founder/Business Owner Expats Intergenerational Families
user avatar

Joseph M

CFP®, CFA®, Series 66

Appleton, WI

GoalBridge Wealth Management, LLC

Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.

Annuities
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")