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BWD Wealth Management

Mission Statement

We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.

BWD Wealth Management Team

Nate Keller | Denise Marks | Daniel Mael

BWD Wealth Management is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

* As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Nate Keller

Investment Representative, LPL Financial
Office located at Bank of Wisconsin Dells
716 Superior St | Wis. Dells, WI 53965
(608) 254 - 3627

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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 before moving to his current residence in Waunakee, WI in 2002. Outside of work Nate enjoys spending time with his family, attending both sons’ games and tournaments, trying new places to eat and being active outdoors.

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Daniel Mael

LPL Financial Advisor | CPA | CFP®
Office located at Lake Delton Branch
31 N Judson St | Lake Delton, WI 53940
(608) 254 - 3687

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Daniel joined LPL Financial and BWD Wealth Management in February, 2019. He began his career as an accountant, spending the last six years as a CPA in both public and private sectors before becoming a Financial Advisor. Daniel attended the University of Wisconsin – Milwaukee, earning his Master’s degree in Professional Accounting and his Bachelor’s degree in Business Administration.

Daniel was born and raised in Portage, WI where he still resides. Active in his community, Daniel coaches the 7th-8th grade Boys Basketball team at St. Mary Catholic School and is a member of the Portage Elks Lodge #675. He enjoys spending time with his family, golfing, fishing and cheering on his favorite Wisconsin sports teams.

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Denise Marks

Client Services Assistant, LPL Financial
Office located at Bank of Wisconsin Dells
716 Superior St | Wis. Dells, WI 53965
(608) 254 - 3615

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Denise joined BWD Wealth Management in April, 2018. She began her banking 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 fishing, reading, bike riding and antiquing. She also enjoys spending time with her two children and six grandchildren whenever possible. Her loved ones would describe Denise as an honest and trustworthy woman of faith who loves her family and loves life.

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Free, financial check-up.

Like annual physicals, a yearly financial checkup can help uncover hidden problems, inspire you to set new goals, provide information you need to improve your health, and help make sure you're on track for well-being.

Schedule today

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Wisconsin Dells and BWD Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BWD Wealth Management, and may also be employees of Bank of Wisconsin Dells. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Wisconsin Dells and BWD 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

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.