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Randall Everett Benedict

Advisor at Ameriprise — Mukwonago, WI S Rochester St

Updated today

Credentials

Series 66

Experience

22 years

Location

Mukwonago, WI 53149-9031

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,278 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Randall Benedict is a financial advisor with Ameriprise in Sharon, Wisconsin, holding a Series 66 designation and 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of advising, he serves on the Board of Directors for the Community of Christ UMC and assists with dairy farming activities at Davis Dairy Farm. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and a combination of algorithmic and oversight processes.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Mukwonago, WI S Rochester St

1231 S Rochester St, Ste 130

Mukwonago WI 53149-9031

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

22 years of industry experience

Ameriprise

2020 - Present • 6 years

Mukwonago, WI

Ameriprise Financial Services, Inc.

2004 - 2020 • 16 years

Oconomowoc, WI

Disclosures

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

Business activities & affiliations

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Thomas D

Series 63, Series 66

East Troy, WI

Coast Advisory LLC

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Active portfolio management Tax-loss harvesting
user avatar

Nicholas M

Series 66

Waterford, WI

FIAT LUX Capital Management

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies
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Robert S

Series 65

New Berlin, WI

Sperka Investment Management, LLC

Robert Sperka is the sole advisor at Sperka Investment Management, LLC, an independent registered investment adviser based in New Berlin, WI. He holds a Series 65 designation and has four years of industry experience, including roles at The Kinetic Company, Inc. and US Bank. Sperka Investment Management, LLC provides discretionary asset management services to individuals, high-net-worth clients, and trusts. The firm employs both fundamental and technical analysis to create portfolios aligned with client goals and risk tolerance, offering features such as discretionary trading authority, quarterly reviews, and tax-loss harvesting.

Active portfolio management
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Sarah K

Series 63, Series 65

East Troy, WI

Coast Advisory LLC

Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she is the owner of K2 Financial LLC, a business involved in tax preparation and insurance. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a range of investment strategies and tools, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Active portfolio management Tax-loss harvesting
user avatar

Ryan S

Series 66

Dousman, WI

Hohensee Financial Services, Inc.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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