Jeremy Bartels, Financial Advisor

FINANCIAL ADVISOR
Jeremy Bartels

CFP®, CEPA®, AAMS®, CRPC™
2025 Marinette Ave Unit B, Marinette, WI 54143opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Pets
  • Board Games
  • Volleyball

Team Members

  • Gail Schick
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(715) 732-4408

Fax

(888) 273-9405

Office Address

2025 Marinette Ave Unit B
Marinette, WI 54143opens in a new window

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