Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

93 advisors near
54110

Out of 400,000+ nationwide

user avatar

Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
user avatar
firm logo

Chadwick O

CFP®, Series 66

Appleton, WI

Denarius Wealth Management

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Joseph T

CFP®, Series 66, Series 63

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Joseph Tuccini is a CFP® with 22 years of industry experience. He is currently with McGlone Suttner Wealth Management, Inc. and has previously worked at Ameriprise, Erts Wealth Advisors, LLC, and SagePoint Financial. Tuccini serves on the board of directors for a nonprofit organization in Marquette, Michigan. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and employs diversified, actively managed portfolios alongside customized planning solutions.

Founder/Business Owner Retired
user avatar
firm logo

Kenneth M

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kenneth Mc Glone is a financial advisor with KOM Wealth Management Group, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Kerntke Otto McGlone Wealth Management Group since 2020. Outside of finance, he owns and operates McGlone Fitness Group, a fitness center. KOM Wealth Management Group provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering a wide range of strategies from long-term buy-and-hold to options trading and engages in regular account monitoring and client communications.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Kaley K

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kaley Klepps is a Series 65 credentialed financial advisor with five years of industry experience. She is currently with KOM Wealth Management Group, LLC and has prior work experience at Kerntke Otto McGlone Wealth Management Group and ManpowerGroup. In addition to her advisory role, she is an independent insurance agent for various companies. KOM Wealth Management Group offers financial planning, consulting, and investment management services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of strategies from fundamental to technical analysis and provides extensive client communications and access to complex investment options.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Richard O

CFP®, Series 63

Appleton, WI

KOM Wealth Management Group, LLC

Richard Otto is a CFP® with 34 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been associated with Kerntke Otto Mcglone Wealth Management since 2007. In addition to his advisory role, he is an independent insurance agent representing various independent insurance companies. KOM Wealth Management Group provides financial planning, consulting, and investment management to individuals, pension plans, trusts, and other entities. The firm employs a diverse range of strategies from long-term buy-and-hold to short-term trading and offers a broader menu of complex and alternative investment options.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Nathaniel K

Series 63, Series 65

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Nathaniel Klutz is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work history includes roles at Key Investment Services LLC, KeyBank, and Canisius University. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and employs model portfolios with active trading within defined cash allocation guidelines.

Founder/Business Owner Retired
user avatar
firm logo

Tyler R

Series 66

Kimberly, WI

Landolt Securities, Inc.

Tyler Reinhard is a financial advisor at Landolt Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Landolt Securities since 2014. He also serves in a supervisory role at TKC Wealth Management, LLC, an RIA firm. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm’s investment approach focuses on fundamental analysis with an emphasis on small-cap growth stocks, offering both discretionary and non-discretionary portfolio management.

Active portfolio management Annuities Executive
user avatar
firm logo

Peter V

CFP®, ChFC®, Series 65

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Peter Van Beek is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI. His prior roles include positions at Northwestern Mutual Life and the Kerntke Otto McGlone Wealth Management Group. In addition to his advisory work, he is a licensed insurance producer. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets. The firm employs firm-designed model portfolios and maintains active trading strategies while offering specialized pension consulting and guidance on emerging investment exposures.

Founder/Business Owner Retired
user avatar
firm logo

Jason M

CFP®, Series 63

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Jason Mc Glone is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at McGlone Suttner Wealth Management, Inc., where he has worked since 2021, following 15 years at Kerntke Otto McGlone Wealth Management Group. In addition to his advisory work, he is an independent insurance agent. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets and uses customized model portfolios with an active trading approach.

Founder/Business Owner Retired
user avatar
firm logo

Thomas S

CFP®, ChFC®, Series 63, Series 65

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Thomas Suttner is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at McGlone Suttner Wealth Management, Inc. since 2021 and previously spent 15 years at Verus Investment Advisory Group, Inc. He serves on the investment review committee of the Bay-Lakes Council, contributing to third-party portfolio oversight. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies within a fiduciary framework.

Founder/Business Owner Retired
user avatar
firm logo

Troy S

Series 66

Appleton, WI

KOM Wealth Management Group, LLC

Troy Sommerfeld is a financial advisor with KOM Wealth Management Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise Financial Services since 2019 and has prior experience at Omega Thermo Products and American Roller - CREW. In addition to his advisory role, he is an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis and offers a range of investment strategies, including the use of complex instruments and referrals to independent managers.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

James M

CFP®, Series 63

Appleton, WI

KOM Wealth Management Group, LLC

James Mcglone is a CFP® with 30 years of industry experience, currently serving at KOM Wealth Management Group, LLC. He has been with Kerntke Otto McGlone Wealth Management Group since 2007. Outside of advisory work, he operates as an independent insurance agent and owns a real estate business unrelated to investments. KOM Wealth Management Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a range of investment strategies from long-term buy-and-hold to options and margin trading, and offers a broad menu of complex and alternative investment options.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Macy S

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Macy Strickland is a financial advisor at KOM Wealth Management Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining KOM, Macy worked at Eastern Illinois University and the University of Wisconsin, and has experience with the Kerntke Otto McGlone Wealth Management Group and Hortonville Area School District. KOM Wealth Management Group is an SEC-registered firm managing over $385 million in client assets and serves individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a continuous-monitoring investment approach using cyclical, fundamental, and technical analysis, offering a range of strategies that include trading, margin, option writing, and complex instruments, supplemented by periodic client communications beyond standard reporting.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
user avatar
firm logo

Keith P

CFP®, Series 63, Series 65

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Keith Peters is a CERTIFIED FINANCIAL PLANNER™ professional at McGlone Suttner Wealth Management, Inc. with seven years of industry experience. He previously worked at Kerntke Otto McGlone Wealth Management Group and Associated Bank. Peters is also a licensed insurance producer, providing insurance product recommendations to clients. McGlone Suttner Wealth Management offers discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets using customized model portfolios and maintains active trading strategies while adhering to defined cash allocation guidelines.

Founder/Business Owner Retired
user avatar
firm logo

Matthew S

Series 65

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Matthew Suttner is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, holding a Series 65 credential with five years of industry experience. His prior work includes eight years at Kimberly-Clark Corp and a year at AEGIS Financial before joining McGlone Suttner Wealth Management. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting services to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, employing customized model portfolios and offering formal pension consulting along with advisory services that include newer asset classes such as bitcoin-related ETFs.

Founder/Business Owner Retired
user avatar
firm logo

Todd J

Series 66

Kaukauna, WI

Packerland Brokerage Services, Inc.

Todd Jasperson is a financial advisor at Packerland Brokerage Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services from 2014 to 2021 before joining Packerland in 2021. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various account management options and third-party relationships, managing approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar
firm logo

Brian D

Series 66, Series 65

Kaukauna, WI

IAMS Wealth Management, LLC

Brian Dvorak is a financial advisor at IAMS Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with IAMS Wealth Management and his own firm, Dvorak Wealth Management, since 2017. Prior to that, he worked at Dvorak & Associates, Inc. from 2009 to 2017. Outside of advising, he is involved in selling insurance and annuities on a commission basis. IAMS Wealth Management, LLC serves individual investors, corporations, retirement plans, trusts, and other business entities by providing investment advisory and financial planning services. The firm employs discretionary portfolio management using a range of instruments and model portfolios, with operational practices that include AI research tools and household account aggregation.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Kalon D

Series 65

Kaukauna, WI

IAMS Wealth Management, LLC

Kalon Dvorak is a financial advisor at IAMS Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dvorak Wealth Management and the University of Wisconsin-Milwaukee. IAMS Wealth Management provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm uses discretionary portfolio management with model-based strategies, incorporating a broad range of investment instruments and operational practices such as AI tools for research and meeting transcription.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Patti H

Series 66

Kimberly, WI

Commonwealth Financial Network

Patti Hohn is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and previously worked for Associated Investment Services, Inc. from 2016 to 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages about $212.7 billion in assets and offers a broad adviser-support platform including managed-account programs, third-party asset manager access, and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
Warmer team member

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.

Find your advisor

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")