Peshtigo, WI Office

Team
Updated today

Client AUM

$2,640,786,290

Clients

11,897

Advisors

3

Of 510 advisors across 160 offices

Location

160 North Ellis Avenue

Peshtigo WI 54157

Advisors at this office

3

Advisors at this office

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Tyler D

CFP®, ChFC®, Series 66

Peshtigo, WI

Equity Services, inc.

Tyler Degeneffe is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Edward D

Series 65, Series 63

Peshtigo, WI

Equity Services, inc.

Edward Degeneffe is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Peshtigo, WI, holding Series 65 and Series 63 licenses and with 15 years of industry experience. His career includes roles at National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is co-owner and CFO of Midwest Insurance Solutions, LLC, a Medicare and health insurance business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Jennifer G

Series 66

Peshtigo, WI

Equity Services, inc.

Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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