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.

Professional Designation Awards

ASC Wealth & Retirement Advisors, LLC is pleased to announce that Nathan Schleicher has been awarded the Certified 401(k) Professional Designation within his respective field.

As of November 11th, 2016 – The Retirement Advisor University has credentialed Nathan Schleicher as a Certified 401(k) Professional – who holds the C(k)P® Designation, which represents a distinguished achievement for the professional Retirement Plan Advisor.

The C(k)P® or Certified 401(k) Professional Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Holders of the C(k)P® Designation are expected to maintain a high degree of knowledge and ability in the following areas:

  • Technical Competence
  • Optimizing Plan Outcomes
  • Business Management

We are also proud to announce that Nathan is the only Certified 401(k) Professional currently practicing in the Fox Cities and one of two professionals north of Madison/Milwaukee.

ASC Wealth and Retirement Advisors is a comprehensive wealth management and business retirement planning firm that specializes in helping healthcare professionals and business owners build better tomorrows. We believe his designation will continue to enhance the four core values that ASC was built on for years to come: Service-Simplicity-Teamwork-Expertise.