Skip to main content

Our regular office hours are Monday thru Friday 8-5pm 

The office will be closed Monday, May 26th for Memorial Day!

 Account Access
menu
  • Home
  • About Us
    • What We Do
    • Why We Do It
    • Who We Are
    • Affiliations
  • Services Offered
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • College Savings
    • Health Insurance
  • Resources
    • How it Works
    • eMoney
    • Pre-Retirement Checklist
    • Blog
    • Quarterly Market Commentary
  • Events
  • Contact Us

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 CFP®

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

Call or Text: 262-251-7765
Fax: 262-251-7784

Connect

     

Securities offered through LPL Financial, Member FINRA/SIPC.  Straight Arrow Financial Group is another business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Independent Advisor Alliance Form CRS

© 2025 Straight Arrow Financial Group All rights reserved.