Top financial advisors in Shawano, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in government and rely on a public pension, planning your retirement income carefully is key to making the most of your benefits. A common mistake is not accounting for how your pension interacts with other income sources, which can lead to unexpected tax bills or cash flow gaps.
- Pension integration expertise. Ask how they coordinate your public pension with Social Security and other retirement income to avoid surprises.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Medicare premiums.
- Cash flow modeling. Look for advisors who project your income and expenses over time, not just at retirement.
- Benefit timing strategies. Discuss when to start pension payments and other income to maximize your overall retirement funds.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Emily S
CFP®, Series 66
Shawano, WI
Associated Investment Services, Inc.
Emily Schiltz, a CFP® with four years of experience in Shawano, WI, works at Associated Investment Services, Inc., which serves individual investors and small entities with advisory and brokerage services. Her expertise includes tax-loss harvesting and active portfolio management, and she offers fee structures ranging from 1.42% to 1.81% AUM, distinguishing her with a focus on both passive and active investment strategies.
Experience: 4 years
Avg account: $303,096
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Kyle H
Series 66
Shawano, WI
LPL Financial
Kyle Hammen in Shawano, WI, offers financial planning with a flat-fee structure through LPL Financial, a large firm known for advisory programs and retirement plan consulting. With a Series 66 designation and experience at Northwestern Mutual and a credit union, he brings a blend of institutional and community-focused expertise, which may benefit those seeking structured pension integration and tax-aware retirement strategies.
Experience: 3 years
Avg account: $399,489
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David P
Series 66
Shawano, WI
Thrivent Investment Management
David Passehl in Shawano, WI, brings 21 years of experience and a Series 66 designation, working with Thrivent Investment Management, a large firm offering dedicated planning services. His expertise in business ownership considerations and holistic, goal-based financial analyses distinguishes him from others, especially for clients seeking comprehensive planning without discretionary trading authority.
Experience: 21 years
Avg account: $162,801
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Scott S
CFP®, Series 63
Shawano, WI
Kerberrose Wealth Management, LLC
Scott Schewe in Shawano, WI, offers expertise in retirement income strategy and tax strategies for small businesses, which is crucial for managing public pensions alongside other income sources. His firm uses asset-allocation models based on modern portfolio theory and provides integrated tax and retirement plan services, with flexible flat-fee arrangements typically ranging from $1,000 to $5,000, distinguishing him from advisors with standard AUM fees.
Experience: 20 years
Avg account: $382,011
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Angela D
Series 66
Shawano, WI
Edward Jones
Angela Du Quaine offers retirement income strategy expertise in Shawano, WI, with seven years of industry experience and a Series 66 license. Working at Edward Jones, a large firm with over 23,700 advisors, she provides access to diverse advisory programs and wealth management services, which may benefit clients seeking comprehensive pension integration and tax-aware retirement planning.
Experience: 7 years
Avg account: $246,728
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