Oconomowoc, WI Summit Ave Office

Kurt Zipp is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC and D.H. Hill Securities. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory work, he holds public service positions as a trustee for the Village of Darien and as a member of the ORLC Board of Education, and he is involved in engineering consulting and sports officiating through his own businesses. 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 passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Edward Noll is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and four years of industry experience. His work history includes roles at Navigation Wealth Management, UW-Whitewater, The Bikesmiths, and Arrowhead High School. Outside of advising, he is involved in residential rental property management in Oconomowoc, WI. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolio strategies and a range of affiliated services.

Jacob Falkenthal is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2021. Prior to joining Belpointe in 2025, he worked at Navigation Wealth Management and Northwestern Mutual, and spent 14 years at ProAmpac. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Biwer is a financial advisor at Belpointe Asset Management LLC and holds a Series 65 credential. He has prior experience at Navigation Wealth Management and Corporate Valuation Advisors, as well as roles in education at the University of Wisconsin-Whitewater and Arrowhead High School. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and supports various affiliated businesses and product sponsorships alongside its advisory practice.

Luke Will is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Belpointe Asset Management LLC. His prior roles include positions at D.H. Hill Securities, Park Avenue Securities, Guardian Life Insurance, and Waddell & Reed Inc. Outside of his advisory work, he is a co-owner of Maximus Capital, a real estate investing venture. 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 retirement plan consulting, utilizing customized portfolios with a blend of passive, active, tactical, and blended strategies tailored to client objectives.