Advisors at this firm
Donald T
CFP®, Series 63, Series 66
Thiensville, WI
Blackhawk Capital Partners, LLC
Donald Tendick is a financial advisor with Blackhawk Capital Partners, LLC in Thiensville, WI, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience and has held roles at multiple firms including KPDT, LLC, Lion Street, United Planners' Financial Services, and Tendick Business Group, LLC. Outside of advisory work, he is the owner and producer at Lion Street, a non-variable insurance business. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios on a discretionary basis using quantitative optimization, computer models, technical analysis, and fundamental research, and also offers third-party manager selection and proprietary investment strategies.
Susan B
CFP®, ChFC®, Series 63, Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 12 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk Capital Partners since 2014. In addition to her advisory role, she is a licensed insurance agent, dedicating a limited amount of time to insurance activities that involve commissionable products. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios on a discretionary basis tailored to client goals using quantitative optimization, computer models, and fundamental research, and it offers services including third-party manager selection and proprietary model strategies.
Matthew K
CFA®, Series 63, Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Matthew Kruelle is a financial advisor at Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding the CFA® designation with six years of industry experience. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has been a self-published author since 2020. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm manages portfolios on a discretionary basis using quantitative optimization, technical analysis, fundamental research, and third-party managers, including its proprietary Blackhawk Dividend Growth Strategy.
Mario D
Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America and Merrill Lynch. Di Venere also has a background involving Baseballism and insurance production. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios tailored to client goals using quantitative optimization, technical analysis, fundamental research, and also offers third-party manager selection and proprietary dividend growth strategies.
Christopher N
Series 66
Scottsdale, AZ
Blackhawk Capital Partners, LLC
Christopher Nei is a financial advisor at Blackhawk Capital Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Blackhawk Capital Partners since 2013, where he serves as a partner and head of portfolio management. Outside of his advisory role, Nei is also a trustee and owner of Tinaje, LLC, a non-investment-related business. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios on a discretionary basis using quantitative optimization, computer models, technical analysis, and fundamental research, and also provides third-party manager selection and model-provider services.
Patrick R
Series 63, Series 65
Venice, FL
Blackhawk Capital Partners, LLC
Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 38 years of industry experience. He has worked at Polar Investment Counsel, Inc. for over two decades and operates a sole proprietorship providing tax, accounting, and research services. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm employs a discretionary, tailored investment approach that combines quantitative optimization, computer models, technical analysis, and fundamental research, alongside the use of third-party managers and proprietary strategies.
Kevin P
CFP®, Series 63
Thiensville, WI
Blackhawk Capital Partners, LLC
Kevin Perlberg is a CFP® with 38 years of industry experience and serves as a managing partner at Blackhawk Capital Partners, LLC. He has been associated with Blackhawk since 1984 and holds roles at several related entities, including Lion Street and KPDT, LLC. Outside of his advisory work, he is involved in non-variable insurance production and real estate activities. Blackhawk Capital Partners is an independent asset management and financial planning firm advising individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios tailored to client goals using quantitative optimization, technical analysis, and fundamental research, and also acts as a model provider and sub-adviser.