Richfield, WI Office

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Elizabeth Fox is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with LPL Financial and other firms since 2013 and manages her advisory activities through Straight Arrow Financial Group, a business she oversees. Elizabeth operates out of Richfield, WI. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms for asset aggregation and estate-planning workflows.

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.