Alacrity Wealth Advisors

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Alacrity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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Are you financially prepared for the next chapter of life in the Northwoods?Join Private Wealth Advisor Michael Nerdahl ...
10/03/2026

Are you financially prepared for the next chapter of life in the Northwoods?

Join Private Wealth Advisor Michael Nerdahl for our complimentary Your Retirement Roadmap seminar, where we'll discuss practical financial strategies to help you navigate the road ahead and make the most of the retirement you've worked hard to build.

Whether retirement is just around the corner or still a few seasons away, this educational event will explore ways to help turn years of saving and planning into a future filled with greater confidence, flexibility, and peace of mind.

Already a client? We'd be honored if you'd bring along a friend, family member, neighbor, or coworker. If your vision for retirement includes more time on the lake, around the campfire, or with family, consider bringing someone who shares those same goals.

📅 October 13 or October 14, 2026
⏰ 6:00 PM
📍 Northern Waters Distillery | Minocqua, WI
🎟️ Reserve your seat by October 6, 2026

There is no cost or obligation to attend. Join us for an engaging evening of education, conversation, and practical retirement planning insights.

☎️ 715-341-6657
✉️ [email protected]

Thinking about retirement and wondering if you're on track?Join Private Wealth Advisor Kim Angell for our complimentary ...
10/01/2026

Thinking about retirement and wondering if you're on track?

Join Private Wealth Advisor Kim Angell for our complimentary Your Retirement Roadmap seminar and learn strategies to help build confidence in your financial future.

Whether you're exploring retirement planning for yourself or looking to share a valuable resource with someone you care about, we invite you to join us.

If you're already a client, consider inviting a friend, coworker, neighbor, or family member who could benefit from the conversation. We'd love to meet the people who are important to you.

📅 October 27 or October 29, 2026
⏰ Dinner at 6:00 PM
📍 Stevens Point Country Club | Stevens Point, Wisconsin
🎟️ RSVP by October 20, 2026

There is no cost or obligation to attend. Bring a guest and join us for an informative evening focused on planning for the retirement you envision.

☎️ 715-341-6657
✉️ [email protected]

It's National Coffee Day, and our self-nominated coffeeholics, Financial Advisor Austin Korger and Event Planner & Marke...
09/29/2026

It's National Coffee Day, and our self-nominated coffeeholics, Financial Advisor Austin Korger and Event Planner & Marketing Specialist Kylee Martens, would like to remind everyone that "just one cup" is a suggestion, not a limit. After all, the office Keurig doesn't keep itself employed.

Our clients know and love Private Wealth Advisor Kim Angell for her thoughtful approach to financial planning, and her l...
09/25/2026

Our clients know and love Private Wealth Advisor Kim Angell for her thoughtful approach to financial planning, and her latest Perspectives article tackles a topic many people care deeply about: charitable giving.

In this article, Kim explores strategies that may help align your generosity with your long-term financial goals, including Qualified Charitable Distributions (QCDs), donating appreciated stock, donor-advised funds, and more.

Read the full article on our website here: tinyurl.com/awa-p01

We're grateful to have supported the inaugural Rooted in Gratitude Dinner & Celebration at the Food + Farm Exploration C...
09/23/2026

We're grateful to have supported the inaugural Rooted in Gratitude Dinner & Celebration at the Food + Farm Exploration Center!

It was a wonderful evening recognizing outstanding women in agriculture, celebrating the impact of Wisconsin's farming community, and supporting agricultural literacy across our state.

Thank you to the Food + Farm Exploration Center for hosting such a meaningful event, and congratulations to all of this year's honorees.

Pictured left to right: Office Manager Nancy Kaczmarek
Financial Advisor Travis Rucinski
Financial Advisor Austin Korger
Financial Advisor Tracey Stalter
Financial Planning Assistant Christie Schellinger
Private Wealth Advisor Mike Nerdahl
Financial Advisor Mike Wolbers
Private Wealth Advisor Kim Angell

We're excited to introduce Christie Schellinger, our new Financial Planning Assistant at Alacrity Wealth Advisors!Born a...
09/21/2026

We're excited to introduce Christie Schellinger, our new Financial Planning Assistant at Alacrity Wealth Advisors!

Born and raised in the Stevens Point area, Christie discovered her passion for finance early in life after taking a personal finance class in high school. That experience sparked a lifelong goal: helping others make confident financial decisions and achieve their dreams.

After graduating from SPASH, Christie earned a Bachelor's Degree in Business Administration from the University of Wisconsin-Oshkosh, where she also met her husband. Together, they built their life in Central Wisconsin and now call Lake Dubay home, where they are raising their two children, Kaitlyn (9) and Carter (6).

Christie brings more than a decade of banking and client service experience to Alacrity. She began her career at Associated Bank, advancing through multiple roles over nearly nine years before joining Chase as a Private Client Banker. Her dedication to helping clients navigate important financial decisions ultimately led her to pursue a career in financial planning.

When she's not assisting clients or talking finance, Christie enjoys spending time with family, baking, reading, and teaching her children smart money habits.

Please join us in welcoming Christie to Alacrity Wealth Advisors! We're excited for the knowledge, experience, and enthusiasm she already adds to our team.

Thank you to all of our clients and guests who attended our 2nd Annual Up North Client Appreciation Dinner, hosted by Pr...
09/18/2026

Thank you to all of our clients and guests who attended our 2nd Annual Up North Client Appreciation Dinner, hosted by Private Wealth Advisor Mike Nerdahl.

We enjoyed spending the evening with everyone and appreciate those who made the trip to Manitowish Waters to join us. It was great to see familiar faces, meet new friends, and share a wonderful meal together.

A special thank you to the staff at Chippewa Retreat Resort for their outstanding hospitality and for providing an exceptional dining experience for our guests.

Lastly, to our clients, thank you. We genuinely love what we do, and that's because of the people we have the privilege of working with every day. We are continually impressed by the kind, hardworking, thoughtful, and incredibly accomplished clients we serve. The Northwoods continues to bring us wonderful relationships and friendships, and we are grateful for the trust you place in our team.

Until next year!

Twenty-five years ago, our nation experienced a day that forever changed history. Today, we honor the memories of those ...
09/11/2026

Twenty-five years ago, our nation experienced a day that forever changed history. Today, we honor the memories of those who were lost, the heroes who answered the call, and the families whose lives were forever impacted.

May we never forget.

The backpacks are packed, the alarms are set, and a new school year is officially underway! 🎒📚Today, we're celebrating t...
09/04/2026

The backpacks are packed, the alarms are set, and a new school year is officially underway! 🎒📚

Today, we're celebrating the children and grandchildren of our team members and the exciting new school year ahead of them.

A special congratulations to this year's seniors, Katie Angell, daughter of Private Wealth Advisor Kim Angell, Ayden Nerdahl, son of Private Wealth Advisor Mike Nerdahl, and Jackson Korger, son of Financial Advisor Austin Korger. We wish them an unforgettable senior year and hope they soak it all in, because this is a season of life that goes by far too quickly.

Please join us in wishing these students a successful 2026-2027 school year!

If you've driven by our Stevens Point office lately, you may have noticed the "Available for Lease" sign out front and w...
09/02/2026

If you've driven by our Stevens Point office lately, you may have noticed the "Available for Lease" sign out front and wondered if Alacrity Wealth Advisors is on the move...

Good news: we're not going anywhere!

The sign is for the space currently occupied by our neighbors at Legacy Accounting. Their team has outgrown their space and will be moving to a new location on Highway 10 later this year. We're excited for them and their continued growth!

While we're clearing up the mystery, here's a quick reminder of where you can find us:

📍 Stevens Point Office: 3241A Business Park Dr. Stevens Point, WI 54482
📍 Madison Office: 1110 Fourier Dr. #100 Madison, WI 53717
📍 Minocqua Office (Coming Soon!): 8721 US Highway 51 N | Suite 101 | Minocqua, WI 54548

We're proud to call these communities home and grateful for the opportunity to be part of your financial journey. We look forward to seeing familiar faces, meeting new ones, and continuing to serve you wherever life takes you.

Address

3241A Business Park Drive
Stevens Point, WI
54482

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6:30pm
Wednesday 8am - 5pm
Thursday 8am - 6:30pm
Friday 8am - 4pm

Website

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