Top college savings (529s, UTMA, etc.) financial advisors in Marinette, WI

Jeremy Bartels is a CFP® professional with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at United HealthCare from 2013 to 2017. He is based in Marinette, WI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Jason Smerchek is a financial advisor with Nicolet Wealth Management in Marinette, WI, holding a Series 65 credential and eight years of industry experience. He has been with Nicolet Advisory Services since 2018 and previously worked at Nicolet National Bank for 12 years. Nicolet Advisory Services provides retirement plan consulting and investment management primarily for 401(k) and 403(b) plan sponsors and fiduciaries. The firm’s approach includes drafting and reviewing investment policy statements, ongoing investment monitoring, benchmarking, and participant education, supported by an internal investment research team and oversight committee.

Alan Dewitt is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management from 2015 to 2023. Dewitt is also involved with JC Beck Enterprises LLC, advising clients and managing an advisory business in Menominee, Michigan. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mitchell Banaszak is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and Richey May & Co., as well as entrepreneurial activities with Absolute Tree Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brian Tupper is a financial advisor with Ausdal Financial Partners, Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at American Portfolios, Mass Mutual, and his own firm, Tupper Financial. Outside of his advisory work, he is vice president of Weathervane Property, where he manages a commercial office building. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion in assets for over 16,000 clients. The firm offers a broad range of advisory services and combines customized investment strategies at the advisor level with access to multiple custodians and third-party managers.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.