Oshkosh, WI Financial Advisor Office

Jonathan DinseAs Managing Director, John is dedicated to growing Advisors Impacting the Marketplace in the Oshkosh, Fond du Lac and the surrounding communities. John is passionate about delivering financial security through a comprehensive plan to clients within all life stages powered by the power of Northwestern Mutual. He holds his health and life insurance licenses as well as his Series 6 and 63.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Business Succession Planning, Business Valuation Planning, Business Risk Management, Business Continuation Planning, Employee and Executive Benefits Planning

Languages: English

Location: Oshkosh WI, 54902

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Matthew Follen

ChFC®, RICP®

Our team delivers comprehensive plans to determine the most efficient and effective means of accomplishing financial goals. Through strategic planning, we are able to identify gaps and or overlaps in current plans and establish a deliberate action plan to cover these needs and continue planning for the future.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Oshkosh WI, 54904

CLU®, ChFC®, RICP®

Expertise: Wealth Management, Financial Planning, Retirement Planning, Retirement Income Planning, Estate Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning

Languages: English

Location: Oshkosh WI, 54904

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David Knapp

CLTC®

Mission: To help clients find financial security while protecting their families along the way. I specialize in a personal planning approach with business owners, physicians and their families.Visit my website

Expertise: Business Risk Management, Life Insurance Planning, Investment Strategies, Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Retirement Income Planning, Retirement Planning, Disability Income Planning, Business Succession Planning, Long Term Care Planning

Languages: English

Location: Ripon WI, 54971

CLU®

Expertise: Special Needs Planning, Retirement Income Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning

Languages: English

Location: Oshkosh WI, 54902

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Jonathon Nelson Visit my website

Languages: English

Location: Oshkosh WI, 54902

CPA

Expertise: Business Succession Planning, Estate Planning, Retirement Planning, Long Term Care Planning, Life Insurance Planning

Languages: English

Location: Brandon WI, 53919

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Ian Schaefer

RICP®

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.Visit my website

Expertise: Life Insurance Planning, Financial Planning, Disability Income Planning, Education Funding, Business Succession Planning, Business Risk Management, Retirement Planning, Estate Planning, Investment Strategies, Long Term Care Planning, Wealth Management

Languages: English

Location: Oshkosh WI, 54902

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