Top general retirement planning financial advisors in Beaver Dam, WI

Matthew Heiar is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at Mass Mutual Investors Services since 2023. In addition to his advisory role, Heiar manages an insurance sales position focused on health and Medicare, with no commissions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to deliver written recommendations.

Christopher Kuenzi is a financial advisor with Raymond James Financial in Beaver Dam, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Reed Chrysler Dodge Jeep Ram Inc for 18 years. He is also an associate and employee at Killingsworth & Vessey Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Emmer is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he co-manages a commercial property through Mina Properties LLC in Beaver Dam, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supporting over 23,000 financial advisors nationwide.

David Geschke is a financial advisor at Edward Jones in Beaver Dam, WI, holding the ChFC® designation and Series 66 license with 19 years of industry experience. He previously worked at Edward Jones from 2006 to 2022 and operated Geschke Financial with LPL and Cornerstone from 2022 to 2026. Outside of advising, he is a self-employed musician and author. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roland Moll is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with OSAIC since 2024 and previously held roles at Securities America Advisors, CETERA Advisor Networks LLC, and Richards Benefits & Financial Services, where he has been involved since 1982. Outside of advisory roles, he is engaged in life insurance sales through Richards Benefits & Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools and multiple third-party platforms, with a platform structure shaped by mergers and significant private-equity ownership.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.