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Stephen K

ChFC®, Series 63, Series 65

Depere, WI

Equitable Advisors

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 27 years with Equitable Advisors and 21 years with Axa Advisors, Llc. He also operates a family trust under the DBA NexStep Financial Group LLC. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Stephen K

Series 66

Depere, WI

Equitable Advisors

Stephen Kaster is a financial advisor with Equitable Advisors in Depere, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he is a partner in Nexstep Financial Group LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a network of Investment Adviser Representatives and offers a range of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sarah T

Series 66

Depere, WI

Equitable Advisors

Sarah Tomaszewski is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 10 years of industry experience. She has been with Equitable Advisors since 2016 and previously worked with AXA Advisors. Tomaszewski also operates Nexstep Financial Group, LLC, a separate business entity. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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