Seubert, Dylan

Dylan Seubert, CFP®, CPWA®, CIMA®

Dylan Seubert is a Personal Office^® Advisor for NorthRock Partners, serving affluent families and business owners in Appleton, Wisconsin, the Fox Valley region, and the greater midwest. With a deep understanding of multi-generational wealth management, business succession planning, and tax-efficient investment strategies, Dylan helps clients navigate the complexities of preserving and growing their wealth.

Leveraging NorthRock’s comprehensive advisory platform, Dylan provides customized financial solutions tailored to the unique needs of high-net-worth individuals and families. His expertise spans retirement planning, estate and trust management, risk mitigation, and philanthropic giving, providing clients a path to achieving their financial and legacy goals.

A trusted partner in the Appleton and Fox Valley business community, Dylan is committed to building long-term relationships and creating more time for clients to focus on their mission and what matters most to them. His passion lies in developing genuine relationships grounded in trust, empathy, and candid communication. He’s inspired by the opportunity to be at the center of a client’s financial lives, coordinating their team of advisors and ensuring advice remains in alignment with their values and goals.

Professional Designations & Associations

Bachelor's Degree, Personal Finance, University of Wisconsin-Madison
Certified Financial Planner (CFP^®)
Certified Private Wealth Advisor (CPWA^®)
Certified Investment Management Analyst (CIMA^®)

Professional & Community Involvement

Member of Financial Planning Association (FPA^®)
Member of Investments & Wealth Institute
Board Member – REACH Counseling

Personal Life

Dylan and his wife, Kaylin, live in Greenville, WI with their three young children Harrison, Fiona, and Emelia. He enjoys early morning pick-up basketball, and spending quality time outdoors or “up north” with his family and friends.