Meet the JL3 Dream Team

We’re here to help you unlock a clear, confident financial future.

John Locke III
CFP®, CLU®

John Locke is a CFP® professional with over 16 years of experience, specializing in personalized financial planning. With a degree in Economics from the University of Wisconsin-Madison and credentials from the CFP Board and American College, John is dedicated to helping clients make informed financial decisions. He emphasizes both offensive and defensive strategies, focusing on retirement, risk, and legacy planning, while prioritizing personalized care and service.

Kim Fisher
Client Service Associate

With over 30 years of experience in the financial industry, she has served the Green Bay, De Pere, and Milwaukee areas. Kim's dedication to her clients comes from her thoughtful, caring nature, and her attention to detail ensures their needs are always met.

Active in the community, Kim volunteers at St. John’s homeless shelter, works with MLGS Dog Rescue to raise funds, and is the Canine Good Citizenship Tester at Liberty K-9 in Green Bay.

Barb Magley
Client Service Associate

Barb brings over 35 years of experience in the financial services industry, with a focus on banking in the De Pere, Green Bay, Marinette, and Crivitz areas. She is dedicated to providing timely and professional service to her clients, always maintaining a positive attitude.

In her downtime, Barb enjoys reading, spending time with her family, and camping with her husband Ron, children, and grandchildren around the campfire.

Jacob Schiessl
Client Services Associate

Jacob Schiessl joined the team full-time in June 2023, after working as a part-time intern since Summer 2022. He graduated from UW-Madison in May 2023 with a degree in Personal Finance and is currently working toward his financial licenses to become a Financial Advisor.

In his free time, Jacob enjoys watching Wisconsin sports and spending weekends at Wheeler Lake, fishing, skiing, and wakeboarding.

Marcie Raasch
Administrative Associate

Marcie has over 10 years of experience in the financial services industry. She leverages her degree in Business Management and expertise in streamlining systems and managing complex paperwork to ensure smooth operations for client accounts. Beginning her career in banking in De Pere and Green Bay, Marcie strives to help clients and treats each one like a cherished family member.

In her free time, she enjoys crocheting, spending time with her daughter Maddi and her puppy Apricot, and playing board games.

John Locke III is JL3 Financial

John Locke has been working as a financial planner since 2008 and has a proven track record of helping clients achieve financial independence. 

Financial Wellness Rooted in Family

John began managing family finances early, developing healthy financial habits and positive practices.

Making it Official: Education

John earned a Bachelor's degree in Economics from the University of Wisconsin - Madison.

Getting Started: Early Career

John begins his journey at Northwestern Mutual as a Financial Representative.

Continued Momentum: Career Progression

John takes the next step and joins Bank Mutual as an LPL Financial Advisor.

Professional Development

  • Obtained Certified Financial Planner (CFP) designation

  • Earned Chartered Life Underwriter (CLU) designation

  • Acquired licenses: Series 7, Series 6, life insurance, health insurance, long-term care insurance

  • Gained appointment to sell Medicare Advantage and Medicare supplement plans

2018 - JL3 is Founded

John starts JL3 Financial Services knowing exactly what he wants to do differently from traditional financial planners and begins growing a team of knowledgeable and trustworthy staff who think like him.

As of 2024

Over 16 years of experience as a financial advisor, John and the team have helped over 1000 individuals and families achieve financial stability and peace of mind.

Why Choose JL3 Financial to be on your side?

At JL3 Financial, we believe that your financial journey is deeply personal and is shaped by your unique experiences and values. Our mission is to provide tailored financial solutions that respect and align with your individual relationship to money.

Personalized Strategies, Innovative Solutions

By listening to your concerns and treating your financial goals with care, we put an emphasis on creating personalized, client-focused strategies that go beyond generic financial planning solutions.

Experience-Driven, Client-Focused Approach

As an independent financial advisory affiliated with Harbour and Charles Schwab, JL3 isn’t bound to a particular set of products. That independence allows us to focus solely on your needs.

Balanced Holistic Strategies

Through comprehensive financial planning that assesses your retirement, risk management, investment management, health insurance, long-term care, social security, taxation, and legacy needs, we develop strategies aimed at achieving long-term financial success because that is the expertise and care you deserve.

Whether it's planning for your retirement, managing investments, or ensuring your family's well-being, we are here to support you every step of the way.