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Teryn Cindy Kuse

Advisor at CliftonLarsonAllen Wealth Advisors, LLC — Stevens Point, WI

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Stevens Point, WI 54482

CliftonLarsonAllen Wealth Advisors, LLC logo

CliftonLarsonAllen Wealth Advisors, LLC

Multi-team

Total advisors

98

Across 30 offices

Clients per advisor

67 High

Avg AUM per client

$1,730,668 Very High

HNW client ratio

36% High

About

Teryn Kuse is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2022. Prior to that, she was with Northwestern Mutual and held various roles in education and retail. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing a strategic asset allocation approach supported by model portfolios and a multidisciplinary planning model through its parent firm.

Client services

Based on CliftonLarsonAllen Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on CliftonLarsonAllen Wealth Advisors, LLC

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.)

Occupation focus

Based on CliftonLarsonAllen Wealth Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for business succession planning services (plus direct costs) and financial planning services; examples: $500 - $3,000 (basic plan), $3,000 - $5,000 (executive/small business owner), $5,000 - $10,000+ (complex estate planning).

Percentage

$0 - $2,000,000: 1.10% annually (Core clients) $0 - $2,000,000: 1.10% annually (Non-Core clients, first tier) $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually

Commissions

Commission compensation earned through broker-dealer activities and insurance product sales.

Project-based

Financial planning hourly charge fees may apply in addition to or separate from advisory fees; specific rates not stated.

Other

Minimum fee: Minimum fees may be charged for certain investment advisory services; client notified at engagement start; fees negotiated individually. Fee-only: Fixed fees for financial and estate planning services range from $500 to $10,000+ depending on complexity.

Location

See office

Stevens Point, WI

3125 John Joanis Drive

Stevens Point WI 54482

Advisors at this office

1

Most active in

Wisconsin

Work history

3 years of industry experience

CliftonLarsonAllen Wealth Advisors, LLC

2022 - Present • 4 years

Stevens Point, WI

Northwestern Mutual

2021 - 2022 • 1 year

Marshfield, WI

University of Wisconsin Stevens Point

2020 - 2022 • 2 years

Stevens Point, WI

Mueller Local

2020 - 2021 • 1 year

Marshfield, WI

University of Wisconsin Oshkosh

2019 - 2020 • 1 year

Oshkosh, WI

Merle Norman & Day Spa Boutique

2014 - 2021 • 7 years

Marshfield, WI

Auburndale Middle/High School

2013 - 2019 • 6 years

Auburndale, 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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Patrick M

Series 63, Series 65

Plover, WI

Elite Wealth Management, Inc.

Patrick Marcell is a financial advisor at Elite Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to medical services through Anovia, though he is not compensated for this activity. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm employs a variety of model portfolio strategies guided by fundamental, technical, and cyclical analysis, and offers services including wrap-fee asset management, financial planning, and retirement plan education and management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew D

Series 66

Plover, WI

Elite Wealth Management, Inc.

Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Austin S

Series 65

Stevens Point, WI

Benchmark Capital Group Ltd.

Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Michael M

Series 65

Plover, WI

Elite Wealth Management, Inc.

Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Victor K

Series 65

Plover, WI

Elite Wealth Management, Inc.

Victor Kizewski is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
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