Thiensville, WI Office
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Blackhawk Capital Partners, LLC
Team
Firm-wide stats for Blackhawk Capital Partners, LLC
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.
Based on Blackhawk Capital Partners, LLC
Expertise
Based on Blackhawk Capital Partners, LLC
Location
167 S. Main Street
Thiensville WI 53092
Advisors at this office
3
Advisors at this office
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.
William Z
CFP®, Series 63, Series 65
Thiensville, WI
Blackhawk Capital Partners, LLC
William Zenk is a financial advisor at Blackhawk Capital Partners, LLC with 23 years of industry experience. He holds the CFP® designation and has previous experience at Cambridge Investment Research Advisors, Inc. and Investment Centers of America. In addition to his advisory work, he is an attorney specializing in elder law and estate planning at the Elder Law Center of Wisconsin. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm focuses on discretionary portfolio management and tailored financial planning, using quantitative methods and offering access to a range of investment options including third-party managers and proprietary strategies.
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.
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