A complete list of active advisors currently associated with Stockade Wealth Management

Warmer can help you find a great advisor at Stockade Wealth Management or one who fits your needs even better.

Stockade Wealth Management is a single-advisor registered investment adviser that provides discretionary asset management, annuity management, comprehensive wealth management, and financial planning and consulting to individuals, high-net-worth clients, trusts and estates. The firm manages about $17.6 million across roughly 74 client relationships and typically charges percentage-of-AUM advisory fees while also offering fixed-fee wealth management and project-based or hourly planning options. The firm operates with discretionary authority and may engage sub-advisors or participate in a mutual-fund program to implement model portfolios, with regular monitoring and quarterly account reviews and periodic client meetings. Investment decisions draw on a mix of methods — including modern portfolio theory, fundamental and technical analysis — and clients may impose written restrictions on investments or strategies. A noteworthy characteristic is that the firm’s owner is a licensed insurance agent who spends approximately 15% of their time on insurance activities and may receive separate commissions; the firm also provides direct annuity-account management and addresses variable and fixed-index annuity risks in its disclosures. The brochure discloses these external insurance relationships and notes mitigation steps — including disclosures, procedural controls, and the firm’s fiduciary obligation — and clarifies that clients are not required to purchase insurance through the firm.

To learn more about the advisors currently working at Stockade Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.