De Pere, WI Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

5

Of 5,064 advisors across 1,220 offices

Location

2079 Lawrence Drive, Suite D

De Pere WI 54115

Advisors at this office

5

Advisors at this office

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Gabriel D

Series 66

De Pere, WI

Mass Mutual Investors Services

Gabriel De Casas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his career in this field in 2024. Prior to joining the firm, he held various roles including positions at Ave Maria University and State Farm. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Trisha T

Series 63, Series 65

De Pere, WI

Mass Mutual Investors Services

Trisha Tetzlaff is a financial advisor with Mass Mutual Investors Services in De Pere, WI, holding Series 63 and Series 65 registrations and 18 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017 and previously at Transamerica Financial Advisors, Inc. from 2012 to 2017. Outside of her advisory role, she serves as secretary for the Tetzlaff Family Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kenneth W

CFP®, ChFC®, Series 63, Series 65

De Pere, WI

Mass Mutual Investors Services

Kenneth Wirtz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 34 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Investors Services in 2017. Outside of his advisory role, he is an insurance broker with Alpha Financial Solutions, LLC. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, money-manager programs, and educational seminars, structuring financial planning as ongoing, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael K

Series 63, Series 65

De Pere, WI

Mass Mutual Investors Services

Michael Kniess is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He also maintains an outside insurance practice focused on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools and structured planning engagements to deliver written financial recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steven J

Series 63, Series 65

De Pere, WI

Mass Mutual Investors Services

Steven Johnson is a financial advisor with Mass Mutual Investors Services in De Pere, WI. He holds the Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and also maintains roles with Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he acts as an agent for individual life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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