Northern Oak Wealth Management, Inc. is one of the Midwest’s premier wealth management companies. We pride ourselves on our level of service and communication with our clients. Our professionals are always available for consultation.
Mark Zellmer graduated from Marquette University with a Bachelor of Business Administration degree in 1981. He returned to the university and earned his Master of Business Administration degree in 1986.
He began his investment career with a Milwaukee-based brokerage firm in 1982 and eventually formed his own investment management company. He sold his firm to Blunt Ellis & Loewi in 1984. He became assistant vice president at Blunt Ellis & Loewi and later vice president as it evolved into Capital Investment Services of America, Inc. Mr. Zellmer joined Haker Investment Management in 1989 as vice president and became the firm’s president in April 2000.
Mr. Zellmer is now the majority shareholder of Northern Oak Wealth Management. He is active in the business community and has interests in several private companies. In addition, he serves as an adjunct instructor of finance at Marquette University, teaching portfolio management and entrepreneurial finance at the undergraduate and graduate levels.
David Becker graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration degree in accounting in 1991. He returned to the university and earned a Master of Science degree in finance in 1996, while participating in the school’s Applied Security Analysis program.
From 1991-94, Mr. Becker worked as a staff auditor for Deloitte in its Minneapolis and Milwaukee offices. He then joined Campbell Newman Asset Management, Inc. as an associate director of research from 1996-2001. During his time there, he earned the Chartered Financial Analyst designation.
Mr. Becker joined Northern Oak Wealth Management in 2001. He is president of the firm and a shareholder. He is also a former president of the CFA Society of Milwaukee.
Matthew Bappert received a Bachelor of Science degree with a focus in public financial management from Indiana University in 2011.
He began his career the same year at Wintrust Financial Corporation as a credit analyst, with the principal responsibility of underwriting commercial industrial and commercial real estate credit.
In 2013, Mr. Bappert joined FactSet, a provider of portfolio management and analytics software. He consulted institutional portfolio managers, research analysts and wealth management clients.
Lindsey Riese earned a Bachelor of Business Administration degree in finance from the University of Wisconsin-Milwaukee in 2008. During her last year of school, she worked as an intern for Stark Investments in the operations department.
Ms. Riese worked as a reconciliation analyst at Stark Investments in St. Francis, Wisconsin, from 2008-12 before joining Northern Oak.
Kerri Schanowski works closely with Northern Oak’s clients and portfolio managers to ensure the firm fulfills all client requests. She makes customer service her priority.
Ms. Schanowski has 19 years of experience in the insurance and investment advisor industries. Her expertise lies in operations service and insurance, training, call center management, and client services.
