Wausau, WI Financial Advisor Office

As a Wealth Management Advisor I assist people with their overall financial plans. I work with Clients to develop plans that utilize risk based products such as life, disability, long term care insurance and annuities. I am able to provide brokerage accounts, fee based accounts, education and group retirement accounts to assist in the planning process that is specific to your family's goals.Visit my website

Expertise: Wealth Management, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Retirement Planning, Retirement Income Planning, Investment Strategies, Employee and Executive Benefits Planning, Education Funding

Languages: English

Location: Antigo WI, 54409

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David ColbyDavid currently lives and works in Stevens Point, WI - but works with clients throughout the US within his national practice. David focuses on building financial plans that encapsulate every aspect of a client's financial picture to help assure long-term success and achieving financial goals. Complete the information below to get in contact for an initial consultation.Visit my website

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

Languages: English

Location: Stevens Point WI, 54482

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Steve De Namur Visit my website

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

Languages: English

Location: Rhinelander WI, 54501

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Curt DeLeske

CFP®, RICP®

My mission is to help you create a lifetime of financial security. Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advise and recommendations based on your priorities.Visit my website

Expertise: Wealth Management, Financial Planning, Retirement Planning, Business Continuation Planning, Estate Planning, Employee and Executive Benefits Planning, Fee-Based Financial Planning

Languages: English

Location: Marshfield WI, 54449

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Andrew Gates

CFP®, ChFC®, RICP®

As a CERTIFIED FINANCIAL PLANNER™ professional, I take pride in being held to the CFP Board's Code of Ethics and Standard of Conduct. As a Fiduciary, I work in various areas of financial planning and center the focus around what is important to the client. Mapping out a comprehensive plan helps give clients confidence in what they are doing. My team and I look forward to connecting.Visit my website

Expertise: Retirement Planning, Investment Strategies, Life Insurance Planning, Disability Income Planning, Financial Planning, Retirement Income Planning

Languages: English

Location: Stevens Point WI, 54482

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Cale Jakusz

CFP®, ChFC®

We’re here to help you become wealthier in mind, spirit and finances. Whether you’ve already moved past the “start-up” phase of life, own or invest in real estate, are living the “golden years,” or are a driven, high-income professional, our team is here to help you achieve your financial goals faster and with less stress. We’re thrilled to serve clients nationwide. Your goals, our mission.Visit my website

Expertise: Education Funding, Disability Income Planning, Investment Strategies, Retirement Planning, Wealth Management, Retirement Income Planning

Languages: English

Location: Stevens Point WI, 54401

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Travis KempfI have been with Northwestern Mutual since 2008 and am a graduate from the University of Wisconsin - Stevens Point with a Degree in Business. I assist personal clients as well as businesses to achieve their goals through a strategic comprehensive planning process. I enjoy playing and watching all sports. My wife, Gina, and I have 3 children and live in Custer, Wisconsin.Visit my website

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

Languages: English

Location: Wausau WI, 54401

CLTC®

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

Languages: English

Location: Medford WI, 54451

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Gregory Pederson

CLU®, CFP®

Greg has been a Wealth Management Advisor in Stevens Point since July of 1988. He specializes in business and retirement income planning, financial and estate planning, investment strategies, wealth management, and insurance planning. Together with his team of five associates, they wish to be the destination of choice for individuals and businesses that have the desire to be financially secure.Visit my website

Expertise: Wealth Management, Financial Planning, Retirement Income Planning, Employee and Executive Benefits Planning, Fee-Based Financial Planning, Qualified Plan Design Assistance

Languages: English

Location: Stevens Point WI, 54482

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