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Erin Hackbart

Advisor at Midwestern Securities Trading Company, LLC

Updated today

Location

Luxemburg, WI 54217

Credentials

Series 66

Industry experience

< 1 year

About

Erin Hackbart is a financial advisor at Midwestern Securities Trading Company, LLC with Series 66 credentials and one year of industry experience. Prior to her current role, she worked at Door County Coffee for eight years and has been an independent contractor with Mary Kay since 2015. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, combining fundamental and technical analysis with third-party research, and serves a large retail client base through 41 advisors.

Client services

Based on Midwestern Securities Trading Company, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

Expertise

Based on Midwestern Securities Trading Company, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy

Occupation focus

Based on Midwestern Securities Trading Company, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for seminars up to $100; financial planning flat fees possible (not to exceed hourly rate multiplied by time)

Percentage

$0.00 - $999,999.99: 1.30% $1,000,000.00 - $4,999,999.99: 1.05% $5,000,000.00 - $9,999,999.99: 0.85% $10,000,000.00+: 0.55%

Commissions

Yes, as a dually registered broker-dealer many representatives earn commissions; however, advisory clients do not pay both advisory fees and commissions on the same account; 12b-1 fees are rebated to clients

Project-based

$300 per hour (negotiable, minimum $150/hour) for financial planning and consultation

Other

Account minimum: $500 for Beacon Portfolios; $25,000 for most Lighthouse Portfolios; $50,000 for certain Lighthouse Portfolios (e.g., 50/50 Base/Fixed Income variations) Minimum fee: $40 annual maintenance fee for Beacon Portfolios billed quarterly in $10 increments; waived if assets exceed $25,000 Fee-only: Financial planning hourly rate typically $300/hour (negotiable, minimum $150/hour); flat fees also possible but not to exceed hourly rate

Location

630 Main St

Luxemburg, WI 54217

Most active in

Wisconsin

Work history

Bank of Luxemburg

2025 - Present (1 year)

Midwestern Securities Trading Company

2025 - Present (1 year)

Midwestern Securities Trading Company LLC

2025 - 2025 (1 year)

Bank of Luxemburg

2025 - 2025 (1 year)

Door County Coffee

2017 - 2025 (8 years)

Mary Kay

2015 - Present (11 years)

KI

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Larry B

Series 63, Series 66

Casco, WI

LNB Financial LLC

Larry Brunette is a financial advisor with LNB Financial LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has previously worked at Guardian Financial LLC, Cedar Hill Associates, Cambium Asset Management, and Lakeland College. Outside of his advisory roles, he is involved in a cash crop and land maintenance business through Brunette Country Estates. LNB Financial LLC provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $37.2 million in discretionary assets, offering tailored asset-allocation strategies and ongoing account supervision, with a notable focus on serving charitable and institutional clients.

ESG / Sustainable investing

Thomas R

CFP®, Series 63, Series 65

Luxemburg, WI

Strive Financial Group, LLC

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Wealth management General retirement planning Retirement income strategy Income planning Founder/Business Owner Retired Parents
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Shaefer O

Series 63, Series 65

Luxemburg, WI

Harbour Investments, Inc.

Shaefer Oshefsky is a financial advisor with Harbour Investments, Inc. in Luxemburg, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been affiliated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as town clerk for the Town of Montpelier and is involved in timber harvesting through his ownership of Oshefsky Timber. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
user avatar

Dana T

Series 63, Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

Dana Tupper is a financial advisor at Midwestern Securities Trading Company, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. He is also an associate at Bank of Luxemburg and serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

John F

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. He also serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients, offering both discretionary and non-discretionary managed accounts alongside brokerage and insurance products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
user avatar

Jacob R

CFP®, ChFC®, Series 63, Series 65, Series 66

Green Bay, WI

Associated Investment Services, Inc.

Jacob Rabas is a CFP® and ChFC® with 12 years of industry experience. He is currently with Associated Investment Services, Inc., where he has worked since 2021. Prior to that, he was affiliated with Thrivent Financial and Thrivent Investment Management from 2015 to 2021. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers a range of model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating with approximately $1.169 billion in regulatory assets under management.

Tax-loss harvesting Passive / index investing Active portfolio management Factor investing / smart beta Retired Founder/Business Owner
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