Wausau, WI Office

Team
Updated today

Client AUM

$269,652,689

Clients

4,987

Advisors

5

Of 22 advisors across 11 offices

Location

1488 Merrill Ave

Wausau WI 54401

Advisors at this office

5

Advisors at this office

user avatar

Janelle T

Series 65, Series 63

Wausau, WI

Oasis Advisors

Janelle Thompson is a financial advisor with Oasis Advisors in Wausau, WI, holding Series 65 and Series 63 licenses with nine years of industry experience. Her prior experience includes roles at Terra Wealth Management, Thompson Financial Group, Pfs Investments, and Primerica Financial Services. She is an indirect owner of AlphaBit Investments, LLC. Oasis Advisors manages approximately $278 million in assets for nearly 5,000 clients, offering portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs a discretionary management approach using fundamental analysis, modern portfolio theory, and quantitative methods, with a diverse investment lineup that includes private placements and cryptocurrency.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Timothy T

Series 63, Series 65

Wausau, WI

Oasis Advisors

Timothy Thompson is a financial advisor at OASIS Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. for over three decades. Thompson is also a licensed insurance professional and an indirect owner of AlphaBit Investments, LLC, which sponsors and manages an ETF. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management and financial planning tailored to each client’s needs.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Marcus W

Series 63, Series 65

Wausau, WI

Oasis Advisors

Marcus White is a financial advisor at OASIS Advisors with seven years of industry experience. He previously worked at Terra Wealth Management LLC and Primerica Financial Services. Outside of his advisory work, White has served for several years in leadership roles at local community organizations including Pine Grove Community Chapel. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages roughly $278 million for nearly 5,000 clients using a team-based approach and offers services without account minimums.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Paul D

Series 63, Series 65

Wausau, WI

Oasis Advisors

Paul Debuhr is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Terra Wealth Management LLC and PFS Investments, Inc. Debuhr is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
user avatar

Karen D

Series 63, Series 65

Wausau, WI

Oasis Advisors

Karen Dins is a financial advisor at OASIS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Terra Wealth Management, CAPE Securities, Primerica Financial Services, PFS Investments, Cedar Creek Manor, and Graebel. In addition to her advisory work, she spends a portion of her time involved in insurance sales. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")