Overwhelmed by options?
Answer a few questions to see advisors matched to you.
77 advisors near
54937
within the area shown on the map
Out of 400,000+ nationwide
Robert B
Series 66
Fond Du Lac, WI
Edward Jones
Robert Bruce is a Series 66-licensed financial advisor with Edward Jones in Fond Du Lac, WI, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Alliance Laundry Systems LLC for nine years. Outside of his advisory role, Bruce serves as a head varsity softball coach for the Ripon Area School District and is a content creator for Facebook Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and fiduciary services supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.
Jacob N
Series 63, Series 65
Fond Du Lac, WI
Raymond James Financial
Jacob Norlander is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at several firms including CUSO Financial Services, Primerica, and Client First Investment Management. Outside of his advisory role, Norlander is an author and involved with Onward Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Anna C
Series 66
Fond Du Lac, WI
Edward Jones
Anna Carlson is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and having six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sargento and Premier Financial Credit Union. She serves on the Finance Committee of the Fond Du Lac Area Women’s Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies, supported by a large nationwide network of advisors and branch offices.
Troy K
Series 63, Series 65
Fond Du Lac, WI
Thrivent Investment Management
Troy Keesling is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member for Jake’s Diapers, a cloth diaper ministry providing diapers to individuals in extreme poverty both domestically and internationally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm emphasizes written recommendations without discretionary trading authority and allows clients to combine planning with managed-account services under separate billing arrangements.
Patricia H
Series 63, Series 65
Fond Du Lac, WI
LPL Financial
Patricia Heider is a financial advisor with LPL Financial in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Horicon Bank Wealth Management and Jackson Kahl Insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.
Thomas H
CFP®, Series 63, Series 65
Fond Du Lac, WI
OSAIC
Thomas Harmsen is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Osaic Wealth Inc and previously spent 17 years at Ameriprise Financial Services Inc. He is also involved with Feucht Financial Group, LLC, providing tax planning, preparation, and accounting services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.
Chad M
CFP®, Series 63
Fond Du Lac, WI
OSAIC
Chad Muehlbauer is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services Inc. and National Planning Corporation. In addition to his advisory role, he is involved with Feucht Financial Group, LLC, where he provides tax preparation, accounting, insurance, and investment services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.
Matthew S
Series 66
Fond Du Lac, WI
Ameriprise
Matthew Stroede is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns a consulting business called Lapdog Imagination. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.
Hannah M
Series 66
Fond Du Lac, WI
Edward Jones
Hannah Muraski is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She previously worked at Marine Credit Union for four years before joining Edward Jones, where she has been employed since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Eric G
CFP®, Series 66
Fond Du Lac, WI
Cetera
Eric Gurholt is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Cetera and has held various roles in related firms and businesses since 2008. Outside of his advisory work, he serves as treasurer for the Cops for Kids Foundation, a nonprofit providing scholarships and supplies to children in need, and holds board positions at SouthHills Golf & Country Club and the Moraine Park Technical College Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, administering over $256 billion in assets through more than 10,000 advisors.
Jeff N
Series 63, Series 66
Fond Du Lac, WI
OSAIC
Jeff Nielsen is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, he is involved with Feucht Financial Group LLC, where he also provides tax preparation, accounting, and insurance services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers.
Anna K
CFP®, Series 63, Series 65
Fond Du Lac, WI
LPL Financial
Anna Kottke is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, and has 25 years of industry experience. She has worked at LPL Financial and Horicon Bank, and is also the owner of Howard Johnson Flooring, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.
Elliott N
Series 66
Fond Du Lac, WI
OSAIC
Elliott Nielsen is a financial advisor at OSAIC Wealth Inc with one year of industry experience. He holds a Series 66 designation and has been associated with Feucht Financial Group LLC since 2017 in addition to his current role. Outside of advisory activities, he is involved in tax preparation and consulting through Feucht Financial Group LLC. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple advisory platforms, with a notable corporate structure resulting from mergers and private-equity ownership.
Mark D
Series 66
Fond Du Lac, WI
Wells Fargo Clearing
Mark Dilling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at Silica for Your Home and OTCO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Logan K
Series 66
Fond Du Lac, WI
OSAIC
Logan Kinyon is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, National Planning Corporation, and maintains a role as a tax professional with Feucht Financial Group, specializing in tax planning and preparation. Additionally, he serves as the treasurer of the Rosendale-Brandon School Board. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various investment types, with both discretionary and non-discretionary account management options.
Christopher V
Series 66
Fond Du Lac, WI
Edward Jones
Christopher Vitton is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at American Family Insurance for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.
Robert C
Series 66
Fond Du Lac, WI
Edward Jones
Robert Cox is a financial advisor with Edward Jones in Fond Du Lac, WI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs, managed solutions, and affiliated products, supported by a large network of financial advisors and branch offices nationwide.
Jennafer W
Series 66
Fond Du Lac, WI
Edward Jones
Jennafer Wood is a Series 66-licensed financial advisor with Edward Jones, where she has worked for a total of 10 years between 2016 and the present. She also operates Wood Appraisal Service, a real estate appraisal business. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Matthew H
Series 66
Fond Du Lac, WI
Edward Jones
Matthew Hellmer is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he worked at LPi and Widex and spent 19 years at HearingLife (William Demant). Outside of his advisory role, he assists with NFL camera work for Green Bay Packers home games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services supported by a nationwide network of over 23,000 advisors.
Steven D
Series 63
Fond Du Lac, WI
Wells Fargo Clearing
Steven Dilling is a financial advisor with Wells Fargo Clearing in Fond Du Lac, WI, holding a Series 63 designation and 27 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.
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...
77 advisors near
54937
within the area shown on the map
Out of 400,000+ nationwide