De Pere, WI Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

8

Of 1,040 advisors across 223 offices

Location

115 4th Street

De Pere WI 54115

Advisors at this office

8

Advisors at this office

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Rachel B

CFP®

De Pere, WI

Hightower Advisors

Rachel Brown is a CFP® professional with 12 years of industry experience. She is currently an advisor at Hightower Advisors, where she has worked since 2025. Prior to that, she spent 11 years at Financial Planning & Information Services, Inc. Outside of her advisory role, she is involved with Black Puck Realty, LLC, a commercial real estate business that owns the office building used by her previous firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Andrew N

CFP®

De Pere, WI

Hightower Advisors

Andrew Nagan is a CFP® affiliated with Hightower Advisors and has one year of industry experience. Prior to joining Hightower in 2025, he worked for six years at Financial Planning & Information Services and spent thirteen years at Prime Steer Supper Club. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with an emphasis on portfolio construction that incorporates various investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jacqueline L

CFP®, Series 63, Series 66

De Pere, WI

Hightower Advisors

Jacqueline Lawrence is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Hightower Advisors and has previously worked at firms including Associated Trust Company and Raymond James Financial Services. She was also a former agent for United Healthcare, receiving residual commissions from that role. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and both affiliated and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan W

CFP®

De Pere, WI

Hightower Advisors

Ryan Wempe is a CFP® professional with 19 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 18 years at Financial Planning and Information Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that span mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Carl E

CFP®, Series 63, Series 66

De Pere, WI

Hightower Advisors

Carl Ekstrom is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Financial Planning and Information Services Inc., TD Ameritrade, Charles Schwab, Ameriprise Financial Services, and Scottrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a mix of investment vehicles such as mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Allison B

CFP®

De Pere, WI

Hightower Advisors

Allison Buchholtz is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Hightower Advisors. Prior to joining Hightower in 2025, she worked in financial planning and information systems from 2021 to 2024 and has experience in both academic and business settings. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and diversified portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Daniel B

CFP®, Series 63

De Pere, WI

Hightower Advisors

Daniel Budinger is a CFP® professional with 16 years of industry experience, currently serving at Hightower Advisors since 2025. Prior to joining Hightower, he spent 17 years at Financial Planning & Information Services. Outside of advisory work, he is involved with Black Puck Realty, LLC, a commercial real estate business primarily focused on owning the office building used by his previous firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, with an emphasis on multi-manager solutions and proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Brock B

CFP®

De Pere, WI

Hightower Advisors

Brock Becker is a CFP® professional with four years of industry experience, currently advising at Hightower Advisors. He previously worked at Financial Planning and Information Services, Inc. and Wipfli LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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