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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

About Jonathan

Are you tired of the same old song playing? Are you ready for a fresh conversation and perspective?

Our focus is serving high net worth families and business owners in the greater Green Bay and Midwest market to navigate and create an exit plan to sell their business. We do this by partnering with your CPA, estate planning and business attorneys to create a holistic strategy and support collaboration between your professional team.

Jonathan holds his CPWA® or Certified Private Wealth Advisor® certification and CEPA® or Certified Exit Planning Advisor® certification, among others.

Whether your family is transitioning into retirement...

Focus Areas

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

Work History

  • Edward JonesFebruary 2009 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of WI,Stevens PointBachelors

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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