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Michael Marciniak

Advisor at Edward Jones

Updated today

Location

Brillion, WI 54110

Credentials

Series 66

Industry experience

< 1 year

About

Michael Marciniak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for five years at Associated Bank, NA, two years at Triangle Distributing, and thirteen years with the Oconto Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branches nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Inheritance planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

964 W Ryan St Suite E

Brillion, WI 54110

Most active in

Wisconsin

Work history

Edward Jones

2025 - Present (1 year)

Associated Bank, NA

2020 - 2025 (5 years)

Triangle Distributing

2017 - 2019 (2 years)

Oconto Unified School District

2004 - 2017 (13 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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Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
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Chadwick O

CFP®, Series 66

Appleton, WI

Denarius Wealth Management

Chadwick Oldenburg is a CFP® professional with 14 years of experience in financial advising. He has been with Denarius Wealth Management since 2013. Outside of his advisory role, he provides aerospace and business consulting for Odyssey Aircraft. Denarius Wealth Management offers investment supervisory services, comprehensive financial planning, and retirement-plan consulting to individuals and business clients. The firm emphasizes goal-based planning and customized asset allocation, routinely working with corporate retirement plans and serving in fiduciary roles under ERISA.

Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
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Joseph T

CFP®, Series 63, Series 66

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Joseph Tuccini is a CFP® professional with 21 years of experience in financial advising. He is currently with McGlone Suttner Wealth Management, Inc., having joined the firm in 2025 after prior roles at Ameriprise Financial Services and Erts Wealth Advisors. He serves on the Board of Directors in a nonprofit capacity. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses, managing approximately $1.0 billion in discretionary assets through customized portfolios and active trading strategies.

Founder/Business Owner Retired
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Kenneth M

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kenneth Mc Glone is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. He holds a Series 65 designation and has been part of the Kerntke Otto McGlone Wealth Management Group since 2020. Outside of his advisory role, he owns and operates McGlone Fitness Group, Inc., a fitness center in Appleton, WI. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets and serving a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a continuous-monitoring approach using cyclical, fundamental, and technical analysis, and offers a range of investment strategies alongside periodic client communications beyond standard account reporting.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
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Kaley K

Series 65

Appleton, WI

KOM Wealth Management Group, LLC

Kaley Klepps is a financial advisor at KOM Wealth Management Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Kerntke Otto McGlone Wealth Management Group since 2019. Prior to that, she was employed at ManpowerGroup for five years. Klepps also operates as an independent insurance agent for various companies. KOM Wealth Management Group is an SEC-registered advisory firm managing over $385 million in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, using a continuous-monitoring approach and a range of investment strategies including complex instruments and referrals to independent managers.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting
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Michael D

Series 66

Appleton, WI

McGlone Suttner Wealth Management, Inc.

Michael Donnan is a financial advisor at McGlone Suttner Wealth Management, Inc. in Appleton, WI, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at AEGIS Financial, Raymond James Financial Services Advisors Inc., and Private Client Services. Outside of advisory work, he is involved in insurance brokerage and asset protection advice through roles at MVP Insurance and Bowman Insurance Services. McGlone Suttner Wealth Management provides discretionary asset management, financial planning, and pension consulting to individuals, qualified retirement plans, and businesses. The firm manages approximately $1.0 billion in discretionary assets, using diversified model portfolios and active trading strategies tailored to client needs.

Founder/Business Owner Retired
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