Wausau, WI Office

Dane Fronek is a financial advisor at Stifel in Wausau, Wisconsin. He holds a Series 66 designation and has four years of industry experience. Prior to joining Stifel in 2022, he worked at CliftonLarsonAllen LLP and held various roles at Concordia University Wisconsin and Greenwood Hills Country Club. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Michael Calo is a financial advisor at Stifel in Wausau, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, and J.P. Morgan Chase Bank NA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Kevin Fronek is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individual investors, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Hanna Koss is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has been with Stifel since 2019. Prior to joining Stifel, she worked in the Arcadia School District for seven years. Koss is involved with the United Way of Marathon County as a member of their Emerging Leaders group and volunteers time to support community events. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Stifel Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kurt Waid is a financial advisor with Stifel in Wausau, WI, holding a Series 66 designation and 20 years of industry experience. He worked at B.C. Ziegler and Company for six years prior to joining Stifel in 2018. Outside of his advisory role, he serves as Vice President of the Merrill Golf Booster Club, a nonprofit supporting junior and high school golf programs. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.