Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We are dedicated to educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

BWD Wealth Management Team

Nate Keller

Senior Financial Consultant

(608) 254-3627

nate.keller@lpl.com

Office located at Bank of Wisconsin Dells
716 Superior St | Wis. Dells, WI 53965

Nate joined LPL Financial and BWD Wealth Management in 2006, and has over 20 years of experience as an Investment Representative. He came to BWD Wealth Management with a Business Management degree from Viterbo College in LaCrosse, WI. Nate holds a Wisconsin Insurance License (Accident, Life & Health, Variable Life) and Securities Licenses held through LPL Financial (Series 6, 63, 7, 24, 65).

Nate was raised in LaCrosse and currently lives in Onalaska, WI. Outside of work Nate enjoys spending time with family and friends, traveling, trying new places to eat and being active outdoors.

Avi Bjelich

LPL Financial Advisor

(608) 254-3687

(608) 254-4790

avi.bjelich@lpl.com

Avi was born in Singapore, but grew up in Bulgaria. She came to Wisconsin Dells at the age of 22 and has lived there since. She enjoys spending time with her three children, a 19 year old son and two daughters who are 17 and 11 years old. Her eldest children will both be in college this fall, with her "baby girl" still at home.

In her free time, Avi loves hiking, going to the gym and reading a book by the pool. Friends would say she is very energetic, talkative and always has a positive attitude.

Avi holds a Master's Degree in Information Technology from Bellevue University, NE. She started working in the financial industry in 2018 as a financial advisor. Prior to that, she managed the in-house Marketing Department at Bluegreen.  

Denise Marks

Client Services Assistant, LPL Financial

(608) 254-3615

denise.marks@lpl.com

Office located at Bank of Wisconsin Dells
716 Superior St | Wis. Dells, WI 53965

Denise joined BWD Wealth Management in April, 2018. She began her career journey in 2000 as a Customer Service Representative (CSR) at a corporate bank. Denise was raised in Green Bay, but is originally from Portage, WI. She and husband, Harold, moved to Wisconsin Dells in April, 2018.

Outside of work, Denise enjoys spending time with her children, grandchildren & friends, exercising and camping at “Harold’s Place”. Those who know Denise would describe her as an honest, trustworthy woman of faith who loves her family and loves life.

Investments

Individual Investing

Individual Retirement

Business Retirement Plans

Annuities

College Savings

Children's Savings

Financial Planning

Retirement Goals

Income Strategies

Social Security

Tax Considerations

Estate

Business & Succession


Insurance

Life Insurance

Long-Term-Care Insurance

Existing Policy Reviews

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