Melissa Hartzheim, Financial Advisor located in Kaukauna, WI

Financial Advisor
Melissa Hartzheim

CEPA®, AAMS®
100 E 2nd Street, Kaukauna, WI 54130opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Manufacturing Professionals
  • Utilities Sector Professionals

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Traveling
  • Movies & Entertainment
  • Crafts

Team Members

  • Laney Allwardt
    Sr. Branch Office Administrator
  • Terri Anton
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 759-9610

Fax

(866) 923-6213

Office Address

100 E 2nd Street
Kaukauna, WI 54130opens in a new window

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