Appleton, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Private Client Services, LLC
Multi-team
Firm-wide stats for Private Client Services, LLC
About
Private Client Services (PCS) is an SEC‑registered independent investment adviser serving a broad mix of individuals (including high‑net‑worth clients), families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management delivered through a network of investment adviser representatives and multiple advisory platforms.
PCS uses a discovery‑driven process that emphasizes risk profiling and tailored platform selection; IARs recommend and implement strategies across proprietary Private Wealth Management, Advisor Model Portfolios, an Investment Model marketplace, directly held American Funds F2 share accounts, and third‑party asset manager (TPAM) programs. Unlike many large peers, a majority of PCS’s AUM was managed on a non‑discretionary basis in 2025 (59.39% non‑discretionary vs. 40.61% discretionary), so many clients retain prior approval over individual trades or allocation changes.
What differentiates PCS from many enterprise‑scale firms is its combination of broker‑dealer activity and an adviser model: PCS is also a FINRA‑member broker/dealer and its supervised persons may provide commission‑based brokerage in addition to advisory services, a structural feature that is relatively uncommon among peers. The firm also maintains an employee ownership component, leverages third‑party model and OCIO relationships (including automated model implementation via Orion and OCIO oversight), and offers held‑away management tools (e.g., Pontera) for non‑custodied retirement assets, giving clients a wide set of implementation options.
Based on Private Client Services, LLC
Expertise
Based on Private Client Services, LLC
Location
4351 West College Ave, Suite 420
Appleton WI 54914
Advisors at this office
3
Advisors at this office
Beth M
Series 63, Series 65
Appleton, WI
Private Client Services, LLC
Beth Mengert is a financial advisor at Private Client Services, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and SII Investments, Inc. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across over 3,200 client accounts.
Jane V
Series 66
Appleton, WI
Private Client Services, LLC
Jane Vande Voort is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Sii Investments for seven years before joining Private Client Services in 2018. Outside of her advisory role, she is involved in youth volleyball as an assistant coach, referee, and private trainer for local teams. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.
Shana K
Series 63, Series 65
Appleton, WI
Private Client Services, LLC
Shana Keil is a financial advisor at Private Client Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2018. Prior to that, she was with SII Investments, Inc. and Investment Centers of America. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a range of advisory platforms, emphasizing risk profiling and tailored strategy implementation.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)