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Donald T
CFP®, Series 63, Series 66
Thiensville, WI
Blackhawk Capital Partners, LLC
Donald Tendick III is a CFP® professional with 23 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. He has held roles with several firms, including United Planners' Financial Services and Lion Street, where he is also an owner and producer in non-variable insurance. Blackhawk Capital Partners is an independent asset management and financial planning firm that offers discretionary portfolio management, wealth and business planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and business entities. The firm emphasizes quantitative investment evaluation and regularly monitors client portfolios while providing tailored financial plans.
Susan B
CFP®, ChFC®, Series 63, Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.
Jay R
Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.
Matthew K
CFA®, Series 63, Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Matthew Kruelle is an associate portfolio manager at Blackhawk Capital Partners, LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has also self-published books and short stories since 2020. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial plans, using quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party managers.
William Z
CFP®, Series 63, Series 65
Thiensville, WI
Blackhawk Capital Partners, LLC
William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.
Mario D
Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.
Christopher N
Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.
Patrick R
Series 65, Series 63
Venice, FL
Blackhawk Capital Partners, LLC
Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 38 years of industry experience. He has held positions at Polar Investment Counsel, Inc. for over two decades and maintains a sole proprietorship providing tax, accounting, and research services. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing quantitative investment evaluation and providing access to third-party money managers and proprietary model portfolios.
John O
Series 63, Series 65
Scottsdale, AZ
Blackhawk Capital Partners, LLC
John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.
Kevin P
CFP®, Series 63
Thiensville, WI
Blackhawk Capital Partners, LLC
Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.
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