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Bil Scherrer
LPL Registered Representative
Financial Guidance Rooted in Service and Real Relationships
Working with businesses and individuals to support retirement plans, personal savings, and long-term financial decisions with a thoughtful, service-first approach.
Invest in Your
Our Why
Financial guidance should feel personal, practical, and rooted in real relationships.
At Gateway Financial Partners, we believe this work is about more than plans, accounts, and paperwork. It is about showing up for people, listening closely, and helping them make financial decisions that fit their needs.
Bil Scherrer brings a service-first approach to businesses and individuals who want guidance that feels thoughtful, responsive, and personal. With much of Bil’s career focused on company retirement plans, he understands the importance of consistent service, attention to detail, and clear communication.
Whether we are working with a business owner, an employee group, or an individual investor, our approach is grounded in one simple belief: treat people the way they want to be treated.
That belief shapes every conversation. We take the time to understand what matters most, explain options clearly, and provide the kind of ongoing attention clients can appreciate over
Get to Know Us
Bil Scherrer
Registered Representative
About Bil
Bil Scherrer has worked in financial services for 37 years. He began his career as a Prudential district agent and quickly found his way into the company retirement plans market. That area became his focus and has remained an important part of his work ever since.
For Bil, company retirement plans are high-service, detail-oriented, and rewarding. He enjoys the relationships, the problem-solving, and the opportunity to help businesses and individuals think through important financial decisions.
His path into financial services started in an unexpected way. Before entering the industry, Bil had a real estate license and tried to sell a home to a Prudential District Manager. The manager purchased a home from someone else, but Bil sent a plant to congratulate him anyway. The selling agent had not done that. Soon after, Bil was taking insurance and securities tests and beginning a career that would span nearly four decades.
That story says a lot about how Bil approaches his work. Thoughtfulness matters. Small gestures matter. Service matters.
His life philosophy comes from Aesop: “No act of kindness, no matter how small, is ever wasted.”
Our Services
Our Process
Do Our Values Align?
Our Ideal Client
We work well with businesses and individuals who value service, communication, and a relationship-based approach to financial guidance.
For business owners, the ideal relationship often begins with a desire to offer or improve a company retirement plan while receiving ongoing support from a team that understands the service required behind the scenes.
For individuals, the ideal relationship often starts with a need for clear guidance, thoughtful investment support, and a team that will take the time to understand their goals.
Our approach may be a good fit if you value:
- Clear conversations
- Responsive service
- Long-term relationships
- Practical financial guidance
- Retirement plan experience
- A personal approach to financial decision-making
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Start the Conversation
Financial decisions can feel easier to approach when you have a team willing to listen, explain, and walk through the details with you. We take the time to understand your questions, your responsibilities, and what you want your financial plan or retirement plan to support.
Whether you are reviewing a company retirement plan, thinking about your personal savings, or looking for ongoing financial guidance, we are here to help you take the next step with clarity and care.
Our Location
Gateway Financial Partners
565 Milwaukee Avenue – Suite 3A
Burlington, WI 53105
262-763-2680
bil.scherrer@mygfpartner.com
