Jennifer Hipkiss
Advisor at FiduciaOne
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FiduciaOne
Location
Pewaukee, WI 53072
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
About
Jennifer Hipkiss is a financial advisor at FiduciaOne with 10 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Tax Management, Harbour Investments, Thrivent Investment Management, and running her own firm, Hipkiss Financial. She serves as a volunteer board director for Adeline Montessori School, a nonprofit organization. FiduciaOne provides discretionary portfolio management, retirement plan consulting, and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental analysis and modern portfolio theory to guide investment decisions, offering services on hourly, fixed-fee, or ongoing bases.
Expertise
Based on FiduciaOne
General retirement planning
Annuities
General tax planning
Cash flow / budgeting
Fee options
Comprehensive financial planning on a project basis: $1,800 to $6,000; ongoing planning fixed fees $100 to $1,000 per month
$5,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.80% $2,500,000 - $4,999,999: 0.65% $5,000,000+: Negotiable
$250 to $500 per hour for comprehensive financial planning
Account minimum: $5,000 Fee-only: Financial planning fees: fixed fees $100-$1,000 per month; project fees $1,800-$6,000; hourly fees $250-$500 per hour
Location
N27 W23953 Paul Rd., Suite 105
Pewaukee, WI 53072
Most active in
Jennifer H has reported serving >5 clients in these states in the last 12 months.
California · Wisconsin
Work history
FiduciaOne
2023 - Present (3 years)
Tax Management
2019 - 2023 (4 years)
Harbour Investments, Inc
2019 - 2023 (4 years)
Thrivent Investment Management Inc
2017 - 2019 (2 years)
Hipkiss Financial
2005 - 2019 (14 years)
University of CA Irvine Extension
2005 - 2017 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Todd M
Series 66
West Allis, WI
Navigant Consulting
Robert S
Series 65
New Berlin, WI
Sperka Investment Management, LLC
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