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Bennett B

Series 66

Fond Du Lac, WI

LPL Financial

Bennett Broeske is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His career includes four years at LPL Financial and prior roles in education at St. Norbert College and Lomira High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Brady M

Series 66

Fond Du Lac, WI

OSAIC

Brady Madigan is a financial advisor at OSAIC with a Series 66 designation and over four years of experience in the financial services industry, including roles at Feucht Financial Group and Rural Mutual Insurance Company. Outside of finance, he coaches junior varsity baseball for the Rosendale-Brandon School District and works as a tax professional with Feucht Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors. The firm employs various asset allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristen C

Series 66

Fort Du Lac, WI

Raymond James Financial

Kristen Crass is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at several firms including OSAIC and Onward Financial Network, where she is also involved in a non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Claire T

Series 66

Fond Du Lac, WI

Ameriprise

Claire Tienor is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has held various roles prior to her current position, including work at Walgreens and Cor-Tech, LLC. Tienor was also involved with the Fond du Lac Dock Spiders in 2021. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, using a combination of internal research, third-party data, and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jennifer R

CFP®, Series 63

Fond Du Lac, WI

Raymond James Financial

Jennifer Riedeman is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with National Exchange Bank and Trust since 2001. Outside of her advisory work, she serves as the president of the Rosendale-Brandon School Board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William S

Series 66

Fond Du Lac, WI

Ameriprise

William Stroede is a financial advisor with Ameriprise in Winneconne, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Stroede coaches junior varsity basketball. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-driven income and tax strategies alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John W

Series 63, Series 65

Fond Du Lac, WI

RBC Capital Markets

John Welsch is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, he has involvement in an online furniture sales business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers along with a range of portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Julie W

Series 66

New Holstein, WI

OSAIC

Julie Woelfel is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. She previously worked at Woodbury Financial Services and SII Investments, Inc., and is also involved with Belke Financial Group as a financial advisor and tax consultant. Outside of finance, she manages bookkeeping operations for a family-owned dairy farm. 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 integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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