portrait of Jonathan Schweiger
FINANCIAL ADVISOR

Jonathan Schweiger

CPWA®, CEPA®, AAMS™, CRPC™
1718 School Ln Ste B, Suamico, WI 54173opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Professional Athletes
  • Physicians
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Music
  • Motorcycles
  • Traveling

Team Members

  • Trevor Zellmer
    Registered Branch Associate
    AAMS™
  • Stacey Mortvedt
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(920) 434-0602

Fax

(877) 479-0404

Office Address

1718 School Ln Ste B
Suamico, WI 54173opens in a new window

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