Find a Financial Professional
in Wisconsin

Sean Delaney

Financial Advisor

Trident Financial

Everyday I look forward to building long lasting relationships with my clients to help them understand the complexities of their financial situation and developing a strategy to achieve their goals.

Nate Byers

Founder

Calculated Wealth

I partner with growth-minded individuals and their families to facilitate financial stewardship through wealth planning. Empowering these families to connect their why to their wealth so they can make smart financial decisions. Our wealth planning process is designed to navigate the intersection of life and math. This is best for helping you navigate life’s transitions. Life transitions include the known (e.g. retirement, end of life, etc.) and the unknown (e.g. tax policy changes, life just happening, etc.) You can partner with us for wealth planning only or as part of our full service-wealth partnership.

Jeremy Keil

Financial Advisor

Keil Financial Partners

Jeremy Keil is a retirement-focused financial planner and host of the Top 20 Retirement Revealed Podcast. Get free resources and learn how to have Jeremy and his team develop your own Retirement Revealed income plan at 5stepRetirementPlan.com In the Retirement Revealed podcast, Jeremy Keil, CFP®, CFA shows you how to turn your retirement savings into retirement income. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. For important disclosures, see KeilFP.com Keil Financial Partners may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.

test One thing I want my clients to know about me is... I love my job and serving our client families. We take being a fiduciary and fee-only very seriously and cannot see operating any other way. We provide tax-efficient retirement planning and investment management.