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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.

Private / alternative investments Concentrated stock management
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William Z

CFP®, Series 63, Series 65

Thiensville, WI

Blackhawk Capital Partners, LLC

William Zenk is a financial advisor at Blackhawk Capital Partners, LLC with 23 years of industry experience. He holds the CFP® designation and has previous experience at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. In addition to his advisory work, he is an attorney specializing in elder law and estate planning at the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm focuses on discretionary portfolio management and tailored financial planning, using quantitative methods and offering access to a range of investment options including third-party managers and proprietary strategies.

Private / alternative investments Concentrated stock management
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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.

Private / alternative investments Concentrated stock management
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