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Mark Siekierski

Advisor at Blue Chip Financial Planning, LLC

Updated today

Location

Oxford, WI

Credentials

CFP®, Series 65

Industry experience

27 years

About

Mark Siekierski is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been the sole advisor at Blue Chip Financial Planning, LLC since 1996 and has also been self-employed since 1992. Blue Chip Financial Planning is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a structured financial planning process and combines fundamental, technical, charting, and cyclical analysis for security selection, managing approximately $36 million in client assets.

Client services

Based on Blue Chip Financial Planning, LLC

Financial planning Portfolio management

Expertise

Based on Blue Chip Financial Planning, LLC

General retirement planning Income planning Options & derivatives strategies

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Fee options

Percentage

$0 - $500,000: 1.00% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually

Other

Account minimum: $400,000 to open an account; $100,000 to maintain an account Minimum fee: $50.00 per quarter minimum fee Fee-only: Fee-only financial planning firm; no commissions received

Location

Oxford, WI

Most active in

Arizona · Illinois · Texas · Wisconsin

Work history

Blue Chip Financial Planning

1996 - Present (30 years)

SELF EMPLOYED

1992 - Present (34 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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John K

Series 66

Endeavor, WI

Creative Financial Designs, Inc.

John Kampen is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Creative Financial Designs, Inc. since 2017, following a four-year tenure at B.C. Ziegler and Company and a brief period at Northland Securities, Inc. Outside of his advisory role, Kampen operates Kampen Financial & Wealth Management LLC and is involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs asset-class model allocations across five risk levels and offers Biblically Responsible Investing strategies alongside various implementation options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael W

Series 63, Series 65

Wisconsin Dells, WI

Money Concepts Capital Corp

Michael Wentland is a financial advisor with Money Concepts Capital Corp in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2006. Outside of his advisory role, he is involved with APEXX, LLC and owns APEXXmas Tree Farm in New Lisbon, WI. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Dakotah K

Series 63, Series 66

Montello, WI

Empower Advisory Group

Dakotah Kirchenwitz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations. He has been in the industry since 2025 and has prior experience with firms including Distribution Strategy Group and Avid Ratings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm utilizes an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Steven S

Series 63, Series 65

Montello, WI

Thrivent Investment Management

Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, all with Thrivent since 2013 across affiliated entities. Outside of his advisory role, he is involved in several local business ventures, including co-ownership of commercial properties and assisting with an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, while keeping these services separate.

Business ownership considerations
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Nathan K

Series 63, Series 65

Wisconsin Dells, WI

LPL Financial

Nathan Keller is a financial advisor with LPL Financial in Wisconsin Dells, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Keller is also a registered representative at the Bank of Wisconsin Dells, where he works full time in a financial institution role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jared A

Series 63, Series 66

Montello, WI

Thrivent Investment Management

Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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