Skip to main content

Our financial advice team

Paul Hees, Financial Advisor serving the Madison, WI area - Ameriprise Advisors

Paul Hees


Financial Advisor

Capital Wealth Advisory Group
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Investment Management
  • Christian Financial Strategies
  • Retirement Income Strategies


  • CKA® Certified Kingdom Advisor®
  • Series 6: Investment Company Products/Variable Contracts Representative Exam
  • Series 63: Uniform Securities Agent State Law Examination
  • Series 7: General Securities Representative Examination
  • Series 65: Uniform Investment Advisor Law Examination
  • Securities Industry Essentials Examination


  • BBA: Finance, Investment and Banking; UW-Madison, 1983
  • MBA: Finance, Investment and Banking; UW-Madison, 1988

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • City of Refuge Church, Portage, WI
  • Life Group Facilitator
  • Student Ministry, Bible Study Leader
  • Finance & Investment Challenge Bowl, Quizmaster
  • Director, Pardeeville School District Board of Education


  • My wife's, kids' and grandchildren's activities
  • Lifetime learner and avid reader
  • Swimming, biking, and running
  • Sprint Triathlons
  • Mission trips to Guatemala