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

Laura Guy is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc with 26 years of industry experience, all of which she has spent with the firm since 2000. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, foundations, pension and profit-sharing plans, and corporations. The firm uses a fundamentally driven, research-oriented investment process and offers additional family wealth services including retirement, tax, charitable, and estate planning.

Lisa Churas Werner is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Neenah, WI. She has 22 years of industry experience and has been with Cambridge Investment Advisors Inc. and Cambridge Investment Research Inc. since 2013. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies via multiple platform arrangements and both proprietary and third-party models.

Isaiah Van Roy is a Series 66 licensed financial advisor with Edward Jones in Neenah, WI, with one year of industry experience. Before joining Edward Jones, he worked at Americold Logistics Inc. as a lift truck operator for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its large network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Jeffrey Garrett is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 credentials with 27 years of industry experience. His career includes roles at Cambridge Investment Research, Community First Credit Union, and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marcie Kimmes is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent Financial since 2019. Prior to her current role, she was involved with Our Savior's Lutheran Church for 14 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based financial analyses and planning covering topics such as retirement, estate, and tax planning, while keeping planning and managed-account services separate.

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.