Trace is a partner at Blackhawk Capital Partners and brings over 20 years of experience working with clients and incorporating strategies designed to address asset management, financial, estate, and tax planning. Trace is entrepreneurially driven and uses this expertise in working with affluent business leaders on managing their wealth both personally and within their businesses. Trace works closely with clients by employing a needs-based process that focuses on helping them identify goals and assembling a plan to accomplish them. Trace also brings the experience of a Certified Financial Planner (CFP) professional with FINRA licensed series 7, 66, 24 and 53. Trace received his Masters of
Donald W. Tendick III
Partner
Blackhawk Capital Partners
United States, Wisconsin, Milwaukee
About Me
Profile Information
Partner
Blackhawk Capital Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Aug 12, 2024
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