Guided Wealth Portfolios
Guided Wealth Portfolios empowers you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs). Unlike other online investment tools that typically require a large investment before granting access to a real-live Financial Advisor, Guided Wealth Portfolios gives you access for just a $5,000 initial investment.
Jeff Petronack, Wealth Advisor - CFP® RICP®
I love using my financial planning background to help ensure my clients are on track for retirement – and that I give them confidence knowing they can do the things they want later in life.
John Degelmann, Wealth Advisor - CIMA® CFP®
I’m an experienced financial advisor with over 25 years in the financial services industry. My practice is based on three core principles: fee transparency, asset allocation and knowing my customer.
Marc Kenville, Wealth Advisor - RICP®
I've been in this industry since 2008. All of my experience helps me focus on helping members with what matters: retirement planning and investment management.
Shane Irons, Wealth Advisor
My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind.
Carissa Palm, Wealth Advisor - CRC® CRPC® CIMA® CFP®
My goal is to be a trusted, collaborative partner to Wings Credit Union's members.
Chad Kappler, Financial Advisor
I started with Wings Financial Advisors five years ago to help people pursue their financial goals. One of my core beliefs is to put the member first and value each individual relationship.
Ryan Leum, Financial Advisor
My goal is to simplify the complex and help clients feel more in control of their financial journey.
How to Enroll
All you need to get started is an email address. Click the button below to view the enrollment video.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.