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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
La Crosse
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
10
non-vetted advisors in your local area. These financial advisors in
La Crosse, Wisconsin
have an average of
5
years of experience.
NOTE: The list of financial
advisors in
La Crosse, Wisconsin
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
La Crosse, Wisconsin.
| Qualified Financial Advisors in La Crosse, Wisconsin | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Freeman Linde
CFP®, EA LA CROSSE FINANCIAL PLANNING 700 3rd St. N, Suite 202A, La Crosse, WI 54601 |
5 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 6716820
Firm CRD# 313361
Series 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
700 3rd St. N,
Suite 202A,
La Crosse,
WI
54601
Phone Number
608-534-4444
Ext. 001
La Crosse Financial Planning Inc. (LaxFP) is a full-service financial planning and wealth management firm. We offer comprehensive advice and planning, as well as investment management, tax planning and preparation, estate planning and implementation, and insurance. Our team is your one relationship for all your financial planning needs (though we are happy to work with existing relationship you'd like to keep).
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in La Crosse, Wisconsin (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Advisors Management Group Inc
505 King St Ste 208, La Crosse, WI 54601 |
$576,041,191 | 4315 |
A percentage of AUM Fixed fees |
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
3143 STATE ROAD , SUITE 101, LA CROSSE, WI 54601 |
$0 | 0 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Block & Kroll Financial Inquire with Block |
210 7th ST. S., Suite 2, La Crosse, WI 54601 | 608-785-2200 |
| Bryan F. Tornow Inquire with Bryan |
401 2nd St N, Ste 102, La Crosse, WI 54601 | 608-796-0929 |
| Ronald C Bryant Inquire with Ronald |
700 3rd St N, Ste 204, La Crosse, WI 54601 | 608-796-0970 |
| Edward Jones Inquire with Edward |
609 S. 4th St., La Crosse, WI 54601 | 608-782-1116 |
| Edward Jones Inquire with Edward |
1212 Horton Street, Suite 102, La Crosse, WI 54601 | 608-788-2668 |
| Edward Jones Inquire with Edward |
2424 State Rd, La Crosse, WI 54601 | 608-788-6420 |
| Edward Jones Inquire with Edward |
609 S. 4th St., La Crosse, WI 54601 | 608-782-1116 |
| Edward Jones Inquire with Edward |
300 2nd St N, Suite 210, La Crosse, WI 54601 | 608-782-4065 |
| Edward Jones Inquire with Edward |
3208 State Road, Suite C, La Crosse, WI 54601 | 608-433-9859 |
| Edward Jones Inquire with Edward |
1212 Horton Street, Suite 102, La Crosse, WI 54601 | 608-788-2668 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
