Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Pamela J
Series 66
Milwaukee, WI
Cetera
Pamela Justus is a financial advisor with Cetera in Milwaukee, WI, holding a Series 66 license and eight years of industry experience. She has worked with Avantax Insurance Agency LLC and Avantax Investment Services, Inc., and also provides tax preparation services through Acc-u-rite Tax Service and Acc-u-rite Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.
Ashley R
Series 66
Milwaukee, WI
Cetera
Ashley Rose is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to her current role, she has held positions at Avantax Advisory Services and Avantax Investment Services Inc. She also operates Acc-u-Rite Tax Services, where she provides tax preparation, planning, and consultation. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
Cassandra P
Series 66
Milwaukee, WI
Cetera
Cassandra Pasbrig is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at Avantax Investment Services, Inc., Avantax Advisory Services, and Avantax Insurance Agency. Outside of her advisory role, she is the operations manager of Acc-u-rite Tax Service, INC., which provides accounting and tax preparation services, and serves as vice president on its board. She also participates as a member of the Paradise Hills Homeowner's Association Architectural Control Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individual, institutional, and retirement plan clients. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through more than 10,000 advisors nationwide.
Jason R
Series 63, Series 66
Milwaukee, WI
Cetera
Jason Rose is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency for over a decade. In addition to his advisory role, he operates Acc-U-Rite Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.
Paul W
ChFC®, Series 63, Series 65
Milwaukee, WI
Cetera
Paul Wickert is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has worked at Fiduciary Trust and Avantax Insurance Agency, among other firms, and currently serves at Cetera Wealth Services, LLC. Outside of his advisory role, he is a partner in Root Creek Investments of Greenfield LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting various investment strategies and program structures.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters