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John C
Series 63, Series 65
Milwaukee, WI
Belpointe Asset Management LLC
John Ceaglske is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including SagePoint Financial, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is a part-owner of an indoor baseball and softball training facility and is involved in real estate investment ventures, including an LLC focused on revitalization efforts in his hometown. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios using a range of investment strategies and supports proprietary funds, real estate syndications, and provides platform services to other advisers.
Robert B
Series 63, Series 65
Milwaukee, WI
Belpointe Asset Management LLC
Robert Beseke is a financial advisor at Belpointe Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, Sage Point, and Freedom Wealth Alliance. Beseke is also involved as a portfolio manager and minority owner in private fund entities under the Trading Edge name. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and retirement plans. The firm provides discretionary investment management and financial planning through customized portfolios and a variety of strategies, supported by an extensive network of affiliated businesses and product sponsorships.
William M
CFP®, Series 63
Milwaukee, WI
Belpointe Asset Management LLC
William Matt is a CFP® with 40 years of experience in the financial services industry. He currently works at Belpointe Asset Management LLC and has previously held roles at Freedom Wealth Alliance, SagePoint Financial, Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios with a range of investment strategies tailored to client objectives and risk tolerance.
William M
Series 65
Milwaukee, WI
Belpointe Asset Management LLC
William Matt is a financial advisor with Belpointe Asset Management LLC in Milwaukee, WI. He holds a Series 65 designation and has been with Belpointe since 2025. His prior experience includes roles at Wealth Management Solutions, LLC and Concordia University Wisconsin. Outside of his advisory work, Matt serves as a K-9 Comfort Dog Handler and Caregiver for Lutheran Church Charities at Concordia University Wisconsin. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.
John W
Series 63, Series 65
Milwaukee, WI
Belpointe Asset Management LLC
John Witczak is an investment advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Metlife Securities, SagePoint Financial, and Mass Mutual Investors Services. He is also a licensed agent for fixed insurance products. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives.
Adrian Z
Series 63, Series 65
Milwaukee, WI
Belpointe Asset Management LLC
Adrian Zilvetti is a financial advisor at Belpointe Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Freedom Wealth Alliance and LPL Financial. He serves as a board member for America Scores Milwaukee, a nonprofit focused on after-school programming for at-risk elementary school children. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, implementing customized portfolios through a combination of internal and third-party strategies.
Thomas W
Series 63
Milwaukee, WI
Belpointe Asset Management LLC
Thomas Wozniak is a financial advisor with Belpointe Asset Management LLC and holds a Series 63 designation. He has 21 years of industry experience, with prior roles at firms including Sagepoint Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is an agent and part owner of Compass Benefit Specialists, Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives.
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