Steadfast Wealth Management
Paul A Bonikowske
Wealth Management Advisor and Founder|CFP®
Get to know our advisors
Paul A Bonikowske
CFP®
Wealth Management Advisor and Founder
Paul lives in the village of Greenville WI and enjoys spending time with his wife, Jenny, and two adult daughters, Megan and Rachel. Paul enjoys many outdoor activities including biking, snowmobiling, hunting, fishing and attending various sporting events. He is also active with various church activities.
Background
Paul grew up in the Manawa WI area and after high school attended the University of Wisconsin Stevens Point, earning a Bachelor of Science degree in Economics. He joined AAL Capital Management Corporation (now Thrivent) and was primarily involved in the investment sales department during his 10-year tenure. In 2003 he left Thrivent to begin his practice with Northwestern Mutual and founded Steadfast Wealth Management in 2024.
Paul has attained the following designations and recognitions:
- CERTIFIED FINANCIAL PLANNER™ designation.
- Series 6, 7, 24, 26, 63 & 65 licenses
- MDRT (Million Dollar Round Table) - Qualifying member
- NAIFA (National Association of Insurance and Financial Advisors) - National Quality Award
- Northwestern Mutual Bronze Award
*The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.
Megan Bonikowske
MSM
Associate Wealth Management Advisor
Megan joined our team in 2022 after graduating from UW-Green Bay with her Master’s in Business Management. Prior, she attended UW-Milwaukee and studied Psychology. Megan holds her Series 7 & 63 as well as Life, Accident & Health Insurance licenses.
Megan’s Personal Story
I moved to Greenville, WI at a young age and quickly became involved in a wide number of activities that the area had to offer. After living in a variety of places for college, I decided to relocate back to the Fox Cities due to the vast sense of community and proximity of family.
When not at work, I enjoy traveling, playing pickleball, hiking, and listening to live music. I am also kept busy with my puppy, Wiley. My largest personal goal includes traveling to all of the National Parks, which I am working towards each year.
Our areas of expertise
Wealth Management
Financial Planning
Retirement Planning & Income Strategies
Insurance Protection Strategies
Life Insurance Strategies
Long-Term Care Planning
Estate Planning
Charitable Planning
Lending a hand in our community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
