First State Wealth Management

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First State Wealth Management Helping you plan your financial future with confidence. First State Wealth Management offices are located at First State Bank.

Chad Backes, AIF® - Financial Advisor
220 W Waupaca Street, New London, WI 54961
(920) 531-2859
[email protected]

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. First State Wealth Management is a trade name of the First State Bank. Osaic Institutions and First State Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

· Not Guaranteed by the Bank
· Not FDIC Insured
· Not a Deposit
· Not Insured by Any Federal Government Agency
· May Lose Value Including Loss of Principal

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/15/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

As we continue to expand our services, First State Wealth Management is excited to announce Tina Grenlie, as our newest ...
10/15/2026

As we continue to expand our services, First State Wealth Management is excited to announce Tina Grenlie, as our newest Financial Advisor, based in New London.

For the last ten years, Tina has helped individuals, families, and business owners across Northeast Wisconsin—build, preserve, and manage wealth—through a client-focused approach. She is Series 7 and 66 registered with Osaic Institutions and is also licensed in life and health insurance.

Even a small, strategic change can make a meaningful impact when it aligns with your goals. Contact Tina Grenlie at 920-531-2845 to schedule a complimentary consultation and financial review today.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/13/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/08/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Children with special needs may need ongoing help after their parents are gone.
10/06/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.
09/15/2026

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.

When was the last time you updated your will?
07/09/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Learn more about whether you need to pay estimated taxes.
07/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
07/02/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do you have a will? Is it updated?
06/30/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Address

220 West Waupaca Street
New London, WI
54961

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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