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Ryan Stelzer

Advisor at Hohensee Financial Services, Inc.

Updated today

Location

Dousman, WI 53118

Credentials

Series 66

Industry experience

20 years

About

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

Client services

Based on Hohensee Financial Services, Inc.

Portfolio management

Expertise

Based on Hohensee Financial Services, Inc.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies

Fee options

Percentage

$0 - $24,999: 1.25% $25,000 - $99,999: 1.00% $100,000 - $499,999: 0.75% $500,000 - $999,999: 0.65% $1,000,000+: 0.55%

Project-based

$50 per hour for limited scope engagements; $25 per hour for clerical time

Location

S33 W35676 Meadow Trail

Dousman, WI 53118

Most active in

Wisconsin

Work history

Abacus Investments

2005 - Present (21 years)

Peoples bank

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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Lars L

Series 65

Pewaukee, WI

Magis Private Wealth Management, LLC

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Jennifer H

CFP®, Series 63, Series 65

Pewaukee, WI

FiduciaOne

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.

General retirement planning Annuities General tax planning Cash flow / budgeting
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Nicholas H

Series 65

Hartland, WI

Elevated Private Wealth

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly account reviews and ongoing tax consultation.

Annuities
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Brittany F

CFP®, Series 65

Hartland, WI

Boardwalk Financial Strategies LLC

Brittany Falkner is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with Boardwalk Financial Strategies LLC and has previously worked at Charter Capital Management, Inc., Liberty Financial Group, Inc., and Financial Service Group, Inc. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans with ongoing investment supervisory services and comprehensive financial planning. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, managing accounts with discretionary authority and a centralized review process.

Social Security optimization Retirement income strategy General tax planning Charitable giving tax strategies Cash flow / budgeting
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Jason B

Series 63, Series 66

Waukesha, WI

Morgan-Aly Wealth Management, LLC

Jason Behr is a financial advisor at Morgan-Aly Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he serves as Treasurer for the nonprofit Early Music Now and as a trustee for Luther Memorial Chapel. Morgan-Aly Wealth Management serves individual clients, including both high-net-worth and non-high-net-worth households, as well as select small corporations. The firm employs proprietary model strategies and an Intrinsic Value Formula for discretionary asset management, focusing on individual stocks, fixed income, ETFs, and occasionally insurance annuities.

Annuities
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