Duxstad Fletcher Wealth Planning
An Independent Firm

 
Professionally Speaking

About Us

financial advisor imageRoy Duxstad
CFA®, CFP®
Branch Manager, RJFS
roy.duxstad@raymondjames.com

Roy has been with Raymond James since 1986. Roy has a degree in police science, a degree in business administration and holds the chartered financial analyst, CERTIFIED FINANCIAL PLANNER professional, certified life underwriter and chartered financial consultant designations. Roy also has his masters degree in financial analysis from the College of Financial Planning in Denver, Colorado.

Roy specializes in discretionary fee-based portfolio management and currently manages $125 million of client assets. He holds his Series 53, 63, 7, 24, 65 securities licenses and is a registered investment advisor representative under the Raymond James investment advisor registration.

Roy is active in the community where he has served as the chair of Lutheran Homes of Oshkosh, and is a recent past director and past chair of Oshkosh Community Credit Union. He has been a member of Southwest Rotary for 20 years. Their treasurer for many years, he was named Rotarian of the year of the Southwest Rotary Club in 2004. Roy also serves on the ELCA Synod salary review committee.

Roy and his wife, Susan, have resided in Oshkosh since 1976.

financial advisor imageCassandra Dorn
CFP®
Financial Advisor, RJFS
Branch Operations Manager
cassandra.dorn@raymondjames.com

Cassandra N. Fletcher Dorn currently is employed as the branch operations manager for Duxstad Fletcher Wealth Planning and a financial advisor with Raymond James.

Cassandra joined Duxstad Fletcher Wealth Planning on May 1, 2006 as a result of the merger between Fletcher Financial Network and Duxstad Wealth Planning. Prior to joining Duxstad Fletcher Wealth Planning, Cassandra worked at Fletcher Financial Network as a licensed administrative assistant to Dennis R. Fletcher.

Cassandra graduated from the University of Wisconsin LaCrosse with a Bachelor of Science Degree in finance and economics. She is a CERTIFIED FINANCIAL PLANNER™ professional and also has attained her Series 7, Series 66 and Series 24 securities licenses as well as her life and accident & health insurance licenses.

Cassandra and her husband, Jon, currently reside in Oshkosh.

financial advisor imageWilliam Bowman, CPA
Investment Advisor Representative
bill.bowman@raymondjames.com

William Bowman, CPA* has over 20 years of experience as a Certified Public Accountant, twelve of these years as an owner of his own CPA firm. William has also been advising individuals and businesses in the areas of Financial Planning, Estate Planning, Tax Planning, and Retirement Planning since 1993.

William received his Bachelor of Business Administration – Accounting from the University of Wisconsin Milwaukee and earned his credentials as a Certified Public Accountant shortly thereafter. Besides the designation of Certified Public Accountant, William is an Investment Advisor Representative with Raymond James Financial Services, Inc. He holds a General Securities registration as well as his Life, Health, and Disability licenses.

William and his wife, Shawnee, have three children. Besides being very involved in the activities of his family, William has been active in the community. He is a past Committee Chairperson and Vice President of a non-profit organization. He is also a past President of a Private School Board. In addition, William is active in teaching and coordinating financial classes in the community.

*Any CPA services are provided by William Bowman, CPA and are not a service of Raymond James.

financial advisor imagePeggy Binder
Customer Service
peggy.binder@raymondjames.com

Peggy Binder currently works as administrative assistant to Roy A. Duxstad. She is responsible for client customer service, policy service work, preparing client paperwork, and data entry.

Prior to joining Duxstad Fletcher Wealth Planning, Peggy worked at Fletcher Financial Network as an administrative assistant to Dennis R. Fletcher for the past seven years.

Peggy is a lifetime resident of Oshkosh, where she currently lives with her husband Randy. Peggy has two sons Matthew and Joseph who both live in Oshkosh.

Peggy enjoys spending time at their cabin in northern Wisconsin, traveling and working in her yard.

financial advisor imageKristie Hennes
Client Services Manager
kristie.hennes@raymondjames.com

Kristie brings 21 years of business management and 13 years of experience and knowledge working in the financial services industry. Prior to working with Duxstad Fletcher Wealth Planning Kristie worked for a local broker dealer in a management capacity for 5 years. Kristie has also worked as an independent consultant in business practice management and technology for other national broker dealers.

She earned her Bachelor of Business Administration from the University of Wisconsin-Oshkosh. Kristie holds a Series 7 and Series 66 registrations as well as her Life, Health, and Disability licenses.

Kristie and her husband, Joe, have two daughters. Kristie is very involved in the numerous activities that her girls participate in. She also loves to travel and spend time with her friends and family in Northern Wisconsin.

financial advisor imageHarold Oswald
Financial Advisor, RJFS
harold.oswald@raymondjames.com

Harold has been a Financial Advisor with Raymond James since April of 1998.  He is a graduate of Spencerian Business College in Milwaukee, majoring in Accounting.  Harold served as the Controller of Slinger Manufacturing Company, Inc. for twenty-eight years prior to entering the financial services industry.  He has attained his Series 7 and Series 63 securities licenses as well as life and accident & health insurance licenses.  Harold is a registered investment advisor representative under the Raymond James Financial Services, Inc. investment advisor registration.  He was a partner in the Richfield Investment Club for forty years.

Harold served as Governor of Rotary District 6270 during the 1995-96 term.  He led a Rotary Group Study Exchange team to Western Australia during 1991.  Harold has served as Treasurer for the Town of Richfield, been a member of local school and church boards and the Aurora Washington County Board of Directors.  Harold is a member of the WI Senior Olympics Hall of Fame.  He served as a judge of a Miss Wisconsin contest held in Oshkosh several years ago. Harold is an avid senior softball participant and has played for six National Championship teams.




About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.



financial advisor image

Roy Duxstad
CFA®, CFP®
Branch Manager, RJFS

1918 S. Washburn Street
Oshkosh, WI 54904
Phone: 920-233-4650
Fax: 920-233-5717

Pamco Office Suites
4650 W. Spencer Street
Appleton, WI 54914
Phone: 800-236-0028
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Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
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