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Scott Hackl

Advisor at Stonehaven Wealth & Tax Solutions

Updated today

Location

Appleton, WI 54914

Credentials

Series 66

Industry experience

5 years

About

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Client services

Based on Stonehaven Wealth & Tax Solutions

Financial planning Portfolio management

Expertise

Based on Stonehaven Wealth & Tax Solutions

Wealth management

Fee options

Percentage

$0 - $500,000: 1.70% annually $500,001 - $2,000,000: 0.90% annually $2,000,001+: 0.60% annually

Other

Account minimum: $500,000 Fee-only: Wealth management fees based on assets under management; no commissions or other product fees received by advisor.

Location

540 South Westland Drive

Appleton, WI 54914

Most active in

Wisconsin

Work history

Stonehaven Wealth & Tax Solutions

2024 - Present (2 years)

Cambridge Investment Research Advisors

2020 - 2024 (4 years)

St. Paul University Catholic Foundation, Inc.

2020 - 2024 (4 years)

Hackl Financial LLC

2020 - Present (6 years)

Cambridge Investment Research, Inc.

2020 - 2024 (4 years)

Fellowship of Catholic University Students

2019 - 2021 (2 years)

St. Paul University Catholic Foundation, Inc

2012 - 2018 (6 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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Robert M

CFP®, Series 63

Hortonville, WI

Financial Services of Northeast Wisconsin, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities
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John W

Series 63, Series 65

Menasha, WI

Wiara Investment Management, LLC

John Wypiszinski is the principal of Wiara Investment Management, LLC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has managed Wiara Investment Management since 2009. Outside of his advisory role, he has worked seasonally as a part-time bus driver for Kobussen Buses Ltd. Wiara Investment Management serves pooled and institutional clients, including corporate pension and charitable accounts, as well as individual clients across wealth levels. The firm provides discretionary investment management and supervisory services, integrating financial planning into client relationships, and employs a mix of tactical and strategic strategies using various investment vehicles.

Active portfolio management
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Kameron K

Series 63, Series 65

Appleton, WI

Kamko Financial

Kameron Koehler is the sole advisor at Kamko Financial in Appleton, WI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to founding Kamko Financial, Koehler held roles in various industries including accounts receivable at Pioneer Metal Finishing. Outside of financial advising, Koehler continues to work as an Accounts Receivable Specialist. Kamko Financial provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and selectively hires sub-advisors to implement investment strategies within a discretionary advisory framework.

Cash flow / budgeting Debt management
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Ronald K

CFP®, Series 63, Series 66

Appleton, WI

Kolash Wealth Strategies, LLC

Ronald Kolash is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Kolash Wealth Strategies, LLC in Appleton, WI. He has been with Kolash Wealth Strategies since 2011 and also holds a role as Resource Director at Financial Resource Center, Inc. Outside of financial advising, he works as a professional volleyball official. Kolash Wealth Strategies is an independent, single-advisor firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and employer retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client portfolios, with services often coordinated alongside accounting and tax-related advice due to the advisor’s CPA background.

Options & derivatives strategies
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Nathan S

Series 63

Appleton, WI

ASC 401(k) Management

Nathan Schleicher is a financial advisor with ASC 401(k) Management in Appleton, Wisconsin. He holds the Series 63 designation and has 20 years of industry experience. Schleicher has been with ASC Wealth & Retirement Advisors LLC since 2015. ASC 401(k) Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering pension consulting, plan-level services, participant-level advice, and ongoing portfolio management. The firm uses written Investment Policy Statements and model portfolios developed with a third-party asset manager, applying a mix of analytical methods and a long-term trading orientation, with a particular focus on pension consulting for employer plans and concierge planning services involving cross-border coordination.

Retirement income strategy General retirement planning Social Security optimization Cross-border / expatriate tax planning Business sale tax planning Founder/Business Owner Expats Intergenerational Families
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Joseph M

CFP®, CFA®, Series 66

Appleton, WI

GoalBridge Wealth Management, LLC

Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.

Annuities
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