Five Nine Wealth Management

Five Nine Wealth Management Todd Sivak ChFC,CFP,CFS
Micah Schroeder, Financial Consultant
Tom Ewig ChFC, CFP, Financial Consultant Preparing for that next step in life isn’t always easy.

My combination of experience, professionalism and access to a wide variety of products and services can help you address your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I can help provide you wit

h a new level of attention, insight and capability. Contact me to discuss your financial future. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Five Nine Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Five Nine Wealth Management, and may also be employees of Bank Five Nine These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Five Nine Wealth Management. Securities and insurance offered through LPL or its affiliates are:


• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value


Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. For a list of states in which we are registered to do business, please visit www.fiveninewm.com.

Tax deadline is next week.If you’re rushing, take a breath.Better decisions happen when you slow down.
04/07/2026

Tax deadline is next week.

If you’re rushing, take a breath.
Better decisions happen when you slow down.

Four-leaf clovers are rare.A solid financial plan shouldn’t be.Happy St. Patrick’s Day 🍀
03/17/2026

Four-leaf clovers are rare.

A solid financial plan shouldn’t be.

Happy St. Patrick’s Day 🍀

The biggest tax mistake we see?Only thinking about taxes once a year.Planning is year-round.
03/15/2026

The biggest tax mistake we see?
Only thinking about taxes once a year.

Planning is year-round.

Tax preparation is important.But tax planning is even more valuable.Taking a moment to review key financial areas before...
03/12/2026

Tax preparation is important.
But tax planning is even more valuable.

Taking a moment to review key financial areas before filing can help you avoid missed opportunities and stay aligned with your long-term goals.

Spring cleaning isn’t just for closets.It’s for your finances too.When was the last time you reviewed your plan?Life cha...
03/02/2026

Spring cleaning isn’t just for closets.
It’s for your finances too.

When was the last time you reviewed your plan?

Life changes.
Your strategy should too.

February is ending—but progress doesn’t have to.If you want clarity moving forward, we’re here.
03/01/2026

February is ending—but progress doesn’t have to.

If you want clarity moving forward, we’re here.

3 signs it’s time for professional guidance:• You feel unsure• You avoid finances• You want confidence
02/27/2026

3 signs it’s time for professional guidance:
• You feel unsure
• You avoid finances
• You want confidence

Happy Valentine’s Day ❤️🌹The best gift isn’t flowers—it’s peace of mind.
02/14/2026

Happy Valentine’s Day ❤️🌹
The best gift isn’t flowers—it’s peace of mind.

02/14/2026

Showing some love to our biggest supporters! ❤️

One of the best gifts you can give your family?A plan.
02/12/2026

One of the best gifts you can give your family?
A plan.

3 money conversations every couple should have:1️⃣ Goals2️⃣ Spending & debt3️⃣ Long-term plansAvoiding them doesn’t make...
02/09/2026

3 money conversations every couple should have:
1️⃣ Goals
2️⃣ Spending & debt
3️⃣ Long-term plans

Avoiding them doesn’t make them easier.

Answer: True - good planning is about direction, not dollar signs.
02/08/2026

Answer: True - good planning is about direction, not dollar signs.

Address

1300 Summit Avenue Suite 203
Oconomowoc, WI
53066

Telephone

+12623546000

Website

Alerts

Be the first to know and let us send you an email when Five Nine Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Five Nine Wealth Management:

Shortcuts

Share

Category