Janesville, WI One Parker Place Office

Team
Updated today

Client AUM

$5,163,585,909

Clients

7,321

Advisors

2

Of 170 advisors across 104 offices

Location

One Parker Place, Suite 600

Janesville WI 53545

Advisors at this office

2

Advisors at this office

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Scott M

Series 66

Janesville, WI

Belpointe Asset Management LLC

Scott Mosher is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at The Leaders Group Inc, MML Investors Services, and Mass Mutual. Outside of his advisory role, Mosher coaches high school athletics and serves as a board member of the Monroe Chamber of Commerce. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management and financial planning with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
user avatar

William S

Series 66

Janesville, WI

Belpointe Asset Management LLC

William Sutherland is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Third Seven Capital, LLC and MassMutual Life Insurance Company. Outside of advising, he is involved in insurance sales as president of Three Pillars Risk Management and serves as a portfolio manager and marketing professional for the Anydrus Advantage ETF at Collaborative Fund Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with active, passive, tactical, and blended strategies tailored to client goals and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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