Oarsman Capital, Inc

Peter Schumacher is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 34 years of industry experience. His previous roles include positions at Johnson Wealth Inc. and Cleary Gull Inc. before joining Oarsman Capital in 2022. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, model portfolios, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, tax-aware management, and combines in-house research with third-party independent managers.

Joshua Bruckert is a financial advisor at Oarsman Capital, Inc with one year of industry experience. He holds a Series 65 designation and has prior work experience at Success Mortgage Partners, Compeer Financial, and Kindschis Inc. Outside of finance, he operates Bruckert Homestead, where he is involved in crop and cattle production. Oarsman Capital is an SEC-registered adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, model portfolios, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, tax-aware management, and uses proprietary tools and independent managers to build customized investment solutions.

Jacob Sheaf is a financial advisor at Oarsman Capital, Inc with six years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Landaas & Company, Cain, Watters & Associates, Wealth Advisors Trust Co., and Nationwide Investment Services Corporation. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on fundamental analysis, long-term equity orientation, tax-aware management, and offers both customized portfolios and third-party independent manager recommendations.

Eric Suttmiller is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding a Series 65 designation with four years of industry experience. He has been with Oarsman Capital since 2020 and previously worked at Burke Candy and Ingredients for eleven years. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, tax-aware management, and offers both customized portfolios and access to third-party independent managers.

Benjamin Kebbekus is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Oarsman Capital since 2004 and previously worked at Painewebber Incorporated. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term equity investing, and tax-aware management, offering both customized portfolios and mutual fund/ETF model allocations.

Kurt Mihelich is a financial advisor at Oarsman Capital, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Oarsman Capital in 2024, he worked at Global Retirement Partners, LLC and Coordinated Capital Securities, Inc. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on fundamental analysis, long-term equity investing, tax-aware management, and offers both customized portfolios and model allocations, supplemented by recommendations of independent managers.

Brent Schneider is a financial advisor at Oarsman Capital, Inc with 25 years of industry experience. He holds the Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. for over three decades. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis and tax-aware management, offering customized portfolios and third-party independent managers.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Johnson Wealth Inc., Johnson Bank, and Cleary Gull Inc. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental company analysis, a long-term low-turnover equity approach, and tax-aware management, offering both customized portfolios and third-party independent manager recommendations.

Peter Lautmann is a financial advisor at Oarsman Capital, Inc with 32 years of industry experience. He holds the Series 63 designation and has been with Oarsman Capital since 2015. The firm serves individuals, trusts, retirement-plan sponsors, and institutional clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. Oarsman Capital’s investment approach focuses on fundamental analysis of high-quality companies, long-term equity orientation, tax-aware management, and the use of proprietary modeling tools alongside third-party independent managers.

Robert Phelps is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Oarsman Capital since 2000. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, focusing on fundamental analysis, long-term equity strategies, tax-aware management, and a combination of in-house and third-party investment managers.

Charles Allison is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding the CFP® and ChFC® designations with 13 years of industry experience. His prior roles include positions at Johnson Bank, Johnson Wealth Inc., and Cleary Gull Inc. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, long-term, low-turnover equity strategies, and tax-aware management, while also offering customized portfolios and access to third-party independent managers.

Derek Pawlak is a financial advisor with Oarsman Capital, Inc., holding a Series 63 designation and bringing 21 years of industry experience. He has worked at Oarsman Capital since 2022 and has been with Geneva Capital Management Ltd since 2007. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis and tax-aware management, combining in-house research with third-party independent managers to deliver customized equity and fixed-income portfolios.

Tyler Skutnik is a financial advisor at Oarsman Capital, Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Sandlots of Salem for seven years. Oarsman Capital is an SEC-registered investment adviser serving individuals, trusts, retirement-plan sponsors, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes fundamental analysis, a long-term, low-turnover equity approach, and tax-aware management, while also offering access to third-party independent managers and customized investment solutions.