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Larry K
Series 63, Series 65
Sheboygan Falls, WI
Cetera
Larry Kettle Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Mersberger Financial Group Inc. He is also president of the Marshview Conservation Club, a family hunting organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.
Reid S
Series 65, Series 63
Sheboygan Falls, WI
Cetera
Reid Schmideler is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Brookstone Capital Management and Foundations Investment Advisors LLC. He is also involved in assisting with practice management duties at Kettle Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.
Timothy S
Series 66
Plymouth, WI
Thrivent Investment Management
Timothy Saeger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2009. Outside of his advisory role, Saeger serves on the board of directors for the Above & Beyond Children's Museum and is a board member at large for the Plymouth Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various financial topics without discretionary trading authority.
Verneith S
Series 66
Sheboygan, WI
LPL Financial
Verneith Stout is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. In addition to his advisory role, he is involved with OnPoint Financial Group, LLC, and OnPoint Accounting Group, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and technological tools.
Jeffrey H
Series 63, Series 65
Sheboygan, WI
LPL Financial
Jeffrey Heinen is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at BMO Harris Financial Advisors, Inc., BMO Harris Bank, and M&I Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing proprietary research models, third-party subadvisors, and technology tools to support account management.
Shannon W
Series 66
Sheboygan, WI
STIFEL
Shannon Witt is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology from its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.
Annie L
Series 66
Plymouth, WI
Edward Jones
Annie Leal is a financial advisor with Edward Jones in Plymouth, WI, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Sheboygan Resort and The Vollrath Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.
Eric E
Series 63, Series 65
Sheboygan, WI
Thrivent Investment Management
Eric Eickhoff is a financial advisor with Thrivent Investment Management in Sheboygan, WI. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Eickhoff has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”
Brian B
Series 63
Sheboygan Falls, WI
Edward Jones
Brian Beeck is a financial advisor at Edward Jones with 28 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 designation and is based in Sheboygan Falls, Wisconsin. Outside of his advisory role, Beeck serves on the board of directors for Camp Fire USA in Sheboygan Falls, where he is involved in executive director observation, curriculum planning, staff meetings, and oversight of camp directors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.
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