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Credentials
Series 63
Experience Industry experience
22 years
Location
De Pere, WI 54115
LPL Financial
Institution
Paul Culbertson is a financial advisor with LPL Financial in De Pere, WI, holding a Series 63 designation and 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with SII Investments, Inc. and eight years with Packerland Brokerage Services, Inc. Culbertson is also an agent offering fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with a focus on both discretionary and non-discretionary strategies supported by various advisor tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
De Pere, WI B Lawrence Dr.
2071 B Lawrence Dr.
De Pere WI 54115
Advisors at this office
1
Wisconsin
22 years of industry experience
LPL Financial
2018 - Present • 8 years
De Pere, WI
SII Investments, Inc.
2013 - 2018 • 5 years
Green Bay, WI
Packerland Brokerage Services, Inc.
2005 - 2013 • 8 years
Green Bay, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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.
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.
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.
CFP®, CFA®, Series 66
Appleton, WI
GoalBridge Wealth Management, LLC
Joseph Martin is a financial advisor at GoalBridge Wealth Management, LLC in Appleton, WI, holding CFP®, CFA®, and Series 66 credentials with 15 years of industry experience. Prior to founding GoalBridge in 2018, he worked at Ameriprise Financial Services, Inc. for three years. GoalBridge Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach tailored to client goals and risk profiles, managing all client assets internally with quarterly account reviews.
CFA®, Series 66
Green Bay, WI
Revise Capital LLC
Mark Flatow is a CFA® charterholder with 19 years of industry experience, currently serving as the sole advisor at Revise Capital LLC. His prior roles include positions at Drake & Associates, Inscription Family Office, Inscription Capital, Purshe Kaplan Sterling Investments, and UBS Financial Services. In addition to his advisory work, he is a portfolio manager at Associated Bank’s Trust Company. Revise Capital LLC provides discretionary portfolio management primarily to high-net-worth individuals and manages its own pooled investment vehicle. The firm employs a combination of quantitative, fundamental, technical, and charting analysis, with strategies including margin and options trading, and conducts monthly account reviews.
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