Blackhawk Capital Partners, LLC logo

Blackhawk Capital Partners, LLC

Updated today

Client AUM

$399,991,507

Clients

307

Advisors

10

across 5 offices

About

Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that provides discretionary portfolio management, wealth and business planning, and access to third‑party money managers for individuals (including high‑net‑worth clients), retirement plans, trusts, charities, and business entities. The firm commonly delivers ongoing portfolio management and written or oral financial plans tailored to client goals, risk tolerance, and time horizon.

Blackhawk typically manages accounts on a discretionary basis, evaluates investments using quantitative methods and optimization, and may recommend mutual funds, ETFs, individual securities, or third‑party separate account managers. The firm also operates as a model portfolio provider and sub‑adviser—uploading its Blackhawk Dividend Growth Strategy to third‑party platforms—and conducts regular monitoring and quarterly reporting to clients.

A distinctive feature of the firm is that some advisory personnel are also registered representatives of United Planners Financial Services (in which Blackhawk holds a 0.27% ownership interest) and certain staff are licensed insurance agents; the brochure discloses that personnel may receive commission or insurance compensation in addition to advisory fees and that clients are not required to use United Planners. The firm’s role as a model provider and sub‑adviser means its proprietary strategies are distributed through third‑party platforms (where model or hypothetical performance may be displayed), and it participates in custodial institutional programs that provide services and benefits to the firm.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management

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Fee options

Fixed

Fixed fees mutually agreed upon for financial planning services.

Commissions

Certain personnel may receive commission-based compensation for securities and insurance sales.

Project-based

Up to $250 per hour for financial planning services.

Other

Fee-only: Hourly financial planning fees up to $250 per hour, and fixed fees mutually agreed upon.

Main office

See office

167 S. Main Street

Thiensville WI 53092

Advisors at this office

3

Most active in

Arizona · Colorado · Florida · Illinois · Indiana · Massachusetts · Minnesota · Nebraska · New York · Oregon · Texas · Wisconsin

Also doing business as

Blackhawk Advisors, LLC · Blackhawk Capital Management, LLC · Blackhawk Capital Partners, LLC · Silverhawk Capital

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Donald T

CFP®, Series 63, Series 66

Thiensville, WI

Blackhawk Capital Partners, LLC

Donald Tendick III is a CFP® professional with 23 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. He has held roles with several firms, including United Planners' Financial Services and Lion Street, where he is also an owner and producer in non-variable insurance. Blackhawk Capital Partners is an independent asset management and financial planning firm that offers discretionary portfolio management, wealth and business planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and business entities. The firm emphasizes quantitative investment evaluation and regularly monitors client portfolios while providing tailored financial plans.

Private / alternative investments Concentrated stock management
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Susan B

CFP®, ChFC®, Series 63, Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.

Private / alternative investments Concentrated stock management
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Jay R

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.

Private / alternative investments Concentrated stock management
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Matthew K

CFA®, Series 63, Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Matthew Kruelle is an associate portfolio manager at Blackhawk Capital Partners, LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has also self-published books and short stories since 2020. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial plans, using quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party managers.

Private / alternative investments Concentrated stock management
user avatar

William Z

CFP®, Series 63, Series 65

Thiensville, WI

Blackhawk Capital Partners, LLC

William Zenk is a CFP® professional with 22 years of industry experience, currently serving at Blackhawk Capital Partners, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. Outside of advisory work, he practices elder law and estate planning through the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and tailored financial plans, utilizing quantitative methods and offering access to third-party managers and proprietary strategies distributed on various platforms.

Private / alternative investments Concentrated stock management
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Mario D

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Private / alternative investments Concentrated stock management
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Christopher N

Series 66

Scottsdale, AZ

Blackhawk Capital Partners, LLC

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.

Private / alternative investments Concentrated stock management
user avatar

Patrick R

Series 63, Series 65

Venice, FL

Blackhawk Capital Partners, LLC

Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 39 years of industry experience. He has held roles at Polar Investment Counsel, Inc. for over two decades and operates a sole proprietorship providing tax and accounting services. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm offers discretionary portfolio management, wealth and business planning, and access to third-party money managers, employing quantitative methods and model portfolios to tailor investment strategies to client objectives.

Private / alternative investments Concentrated stock management
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John O

Series 63, Series 65

Scottsdale, AZ

Blackhawk Capital Partners, LLC

John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.

Private / alternative investments Concentrated stock management
user avatar

Kevin P

CFP®, Series 63

Thiensville, WI

Blackhawk Capital Partners, LLC

Kevin Perlberg is a CFP® with 39 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has a long tenure at Blackhawk, dating back to 1984, and has held roles with multiple firms including Lion Street and KPDT, LLC. Outside of advisory work, he is the owner and producer of Lion Street, a non-variable insurance business. Blackhawk Capital Partners, LLC is an independent firm providing discretionary portfolio management, financial planning, and access to third-party money managers for individuals, retirement plans, trusts, charities, and businesses. The firm employs quantitative methods to evaluate investments and offers services such as model portfolio management and sub-advisory through third-party platforms.

Private / alternative investments Concentrated stock management
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