Top general retirement planning financial advisors in Sparta, WI

Kenji Callahan is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with Creative Planning and previously worked at AEGIS Financial and Marian University. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Katie Feist is a financial advisor with Ameriprise Financial Services in Bangor, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Educational Testing Service and Eagle Ridge Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Heidi Lydon is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in artistic design activities, selling paintings and crafts, and serves as a board member on the City of Sparta's Board of Review. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Brandon Corcoran is a financial advisor with Cetera holding a Series 66 designation and 11 years of industry experience. His career includes five years at Edward Jones and over 20 years as a self-employed advisor prior to joining Cetera in 2020. He serves as the executor of the Eugene & Ruth Wild estate. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers model portfolios, third-party manager options, and bespoke strategies across multiple program structures with over 10,000 advisors managing more than $256 billion in assets.

John Budin is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

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.