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Scott W

Series 63, Series 65

Marshfield, WI

Cetera

Scott Wucherpfennig is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at several firms including Cetera, Woodbury Financial Services, OSAIC, and Forward Financial Bank. Scott serves on the board of Opportunity Development Centers. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marisa S

Series 66

Marshfield, WI

Cetera

Marisa Steinbach is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Woodbury Financial Services and OSAIC. She has also served as a guest speaker on financial education for the Unified School District of Marshfield and the Marshfield Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron S

Series 66

Marshfield, WI

Cetera

Aaron Schneider is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services Inc, and Forward Investment Services. Prior to entering the financial industry, he spent nine years in full-time education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Angela D

Series 63, Series 66

Marshfield, WI

Cetera

Angela Denk is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Forward Bank, OSAIC, Woodbury Financial Services, Thrivent Financial, and Marshfield Insurance Agency. She serves on the board of directors for the Marshfield Area YMCA. Cetera Investment Advisers LLC provides a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Camren D

Series 66

Marshfield, WI

Cetera

Camren Dennee is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Dennee worked at Forward Bank and Northwestern Mutual, and has experience in manufacturing and retail. Outside of finance, Dennee has worked at Fox Hollow Golf Course. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, institutional, and retirement plan clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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