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93 advisors near
54110
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Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Finding advisors...
93 advisors near
54110
within the area shown on the map
Out of 400,000+ nationwide