Broker Check

Providing what plan sponsors need and 401(k) participants want.

  • Turnkey compliance for plan sponsors.

  • Individual investment advice for 401(k) participants.

  • Fiduciary advice for both.

Team

 

James Allan, Owner, Investment Advisor Rep

President, Founder

(920) 735-9800

jim@ascwealth.com

Jim has over 38 years of experience in working with business and individual clients to help them accomplish their investment and retirement planning goals. This includes working with 401(k), profit sharing...
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Nathan Schleicher C(k)P®

Certified 401(k) Professional

(920) 735-9800

nathan@ascwealth.com

Nathan Schleicher is a Certified 401(k) Professional with ASC Wealth & Retirement Advisors, LLC.
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Julie Christopherson

Executive Director of Client Relations

(920) 735-9800

julie@ascwealth.com

Julie is the Executive Director of Client Relations for ASC Wealth & Retirement Advisors, LLC. She serves as the primary liaison between the custodian of our clients’ assets and our clients, providing...
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Matthew Krenke, Investment Advisor Rep CFP®, ChFC, CLU, CASL

Personal Wealth Advisor

920-735-9800

matthew@ascwealth.com

Securities Exams 7 & 66 Matthew Krenke is a Personal Wealth Advisor with ASC Wealth & Retirement Advisors. He has over 11 years of personal planning experience and a total of 21 years in the financial services industries. Matthew brings...
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