Apex Financial Group

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jamie Heise is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Fond du Lac, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

At Stroede Financial Management, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Fond du Lac, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Retirement looks beautiful when you are confident about your finances. Ask Rose Bertram. Locally, you have a wonderful resource an advisor ready to care for your retirement dream. Rose Bertram helps to remove the mystery from retirement planning by sharing more than a decade of knowledge and insight. She can provide you with an outstanding level of comprehensive financial care before, during and after your retirement transition, and assist you to understand your options. Learn how Rose is ready to ...Care for your dreams. Plan for your future. Collaborate with you in a relationship.