John A Locke III, CFP®, CLU

John A Locke III, CFP®, CLU

Wisconsin

2410 Commercial Avenue
Madison, WI 53704
608-733-0520

916 Willard Drive, Suite 136
Green Bay, WI 54304
920-883-6598

One Parker Place, Suite 105
Janesville, WI 53545
608-999-0102

117 North Highway 141, Suite 104
Crivitz, WI 54114
715-716-0023

John Locke is a financial consultant serving the investment, insurance and wealth management needs of clients in areas around Madison, Green Bay, Janesville and Crivitz.

John has more than seven years of financial planning experience. He is passionate about helping his clients pursue financial confidence, taking them through the full financial planning process. He provides an emphasis on both offensive and defensive financial planning by analyzing each clients' retirement, risk, long term care, social security, taxation, and legacy needs to provide strategies for long-term financial independence.

John received his Bachelor of Arts degree with a major in economics from the University of Wisconsin-Madison. He is an active member of his community, serving on various committees and coaching girls youth hockey.

John is an avid Wisconsin sports fan and enjoys playing hockey, flag football, baseball, volleyball, and kickball.

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Client Service Team

Kim Fisher
Client Service Associate
920-883-6598

Kim works in the Green Bay office and has over 30 years of experience in the financial industry in the Green Bay/DePere/Milwaukee and surrounding communities. Her thoughtful and caring personality attributes to her dedication to clients. Kim can be described as organized and thorough, making sure clients' needs are met. Kim volunteers at St John’s homeless shelter cooking, baking, and lending a hand. She also spends  time working with MLGS Dog Rescue on fundraising projects. She has a dog named Cooper who is the joy of her and husband Dave’s life. Daily walks keep her busy. When not working, Kim can be found at her cabin sitting by a fire or creating something to give to others. Her personal motto is: Always be a first-rate version of yourself, instead of a second-rate version of somebody else. 

 

Jacen Heideman
Client Service Associate

608-999-0102

Jacen is located out of the Janesville office. Jacen brings 33 years of financial experience working in the Janesville and Beloit communities. Her dedication to her customers as a resource is first and foremost her main goal. She believes in taking care of the customer with accuracy and efficiency. She likes to keep up with current events and reviews several news sources daily so that she is informed and able to assist her clients. In her spare time, Jacen enjoys gardening, experimenting with recipes and working on her never-ending list of home improvement projects. When their schedules allow, she loves spending time with her son, Jared. Her personal motto is: Treat others as you would want to be treated.

 

Barb Magley
Client Service Associate
715-716-0023

Barb is located at the Crivitz office and has over 25 years of experience in the financial service industry. Her experience has been in the Banking industry starting in the DePere and Green Bay Area lastly serving the Crivitz and Marinette community. She is dedicated to meeting the needs of her clients in a friendly and professional manner. She cares about her clients and enjoys servicing them in a timely manner with a positive attitude. In her down-time she enjoys fishing, hunting, and having campfires with her husband Ron, children, and grandchildren. Barb is passionate about quilting and creating treasures that can be passed down through generations. Her personal motto is: Believe in Yourself and Others.