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Who We Are

Peter Heimerman | Wealth Advisor | Straight Arrow Financial Group

Peter Heimerman CMFC®

President and Wealth Advisor
262-251-7765
pete@straightarrowfg.com
Elizabeth Fox | Service Specialist | Straight Arrow Financial Group

Elizabeth Fox

Client Service Specialist
262-251-7765
liz@straightarrowfg.com
Nicholas Wendt | Wealth Advisor | Straight Arrow Financial Group

Nicholas Wendt CFP®

Wealth Advisor
262-251-7765
nick@straightarrowfg.com
Sarah Kozlowski | Client Specialist | Straight Arrow Financial Group

Sarah Kozlowski

Client Service Specialist
262-251-7765
sarah@straightarrowfg.com
Jen Pagelsdorf | Service Specialist | Straight Arrow Financial Group

Jen Pagelsdorf

Client Service Specialist
262-251-7765
jen@straightarrowfg.com

Mike Fochs CPA, CGMA

Client Data Specialist
262-251-7765
mike@straightarrowfg.com

Quinn Hoopman Client Service Specialist

262-251-7765
quinn@straightarrowfg.com

 

This is what we do. Get in touch today. 

Request a Meeting

Address

1717 Wolf Road, Unit E
Richfield, WI 53076

Contact

info@straightarrowfg.com

Phone: 262-251-7765
Fax: 262-251-7784

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Straight Arrow Financial Group and Independent Advisor Alliance are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, IL, IN, MI, MN, NM, TX, WA & WI.

© 2023 Straight Arrow Financial Group All rights reserved.