Best Financial Advisors in La Crosse, WI

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List of Firms

La Crosse, WI Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 121 4th St N, La Crosse, WI 54601, USA
Phone (608) 406-2247
Directions
SEC File# 801-33545
CRD# 113020
4 out of 5
Location 505 King St Suite 208, La Crosse, WI 54601, USA
Phone (608) 782-0200
Directions
SEC File# 801-10970
CRD# 6413
Location 3143 State Rd Suite 101, La Crosse, WI 54601, USA
Phone (608) 784-9100
Directions
SEC File# 801-124799
CRD# 319298
Location 3143 State Rd Suite 101, La Crosse, WI 54601, USA
Phone (608) 784-9100
Directions
SEC File# 801-124799
CRD# 319298
Location 3143 State Rd Suite 101, La Crosse, WI 54601, USA
Phone (608) 784-9100
Directions
SEC File# 801-63189
CRD# 131668
Location 605 4th St S, La Crosse, WI 54601, USA
Phone (608) 782-5002
Directions
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Northwestern Mutual
5 out of 5
Location 201 Main St # 920, La Crosse, WI 54601, USA
Phone (608) 782-5742
Directions
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Tornow, Greene, Forliti & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 401 2nd St N Ste 102, La Crosse, WI 54601, USA
Phone (608) 796-0929
Directions
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Edward Jones - Financial Advisor: Jonathan A Stakston
SEC File# 801-3297
CRD# 250
Location 1212 Horton St Suite 102, La Crosse, WI 54601, USA
Phone (608) 788-2668
Directions
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La Crosse Financial Planning
5 out of 5
Location 700 3rd St N Ste 202A, La Crosse, WI 54601, USA
Phone (608) 534-4444
Directions
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Ronald C Bryant - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 700 3rd St N Ste 205, La Crosse, WI 54601, USA
Phone (608) 796-0970
Directions
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AXA Advisors
Location 201 Main St Suite 730, La Crosse, WI 54601, USA
Phone (608) 782-3554
Directions
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Edward Jones - Financial Advisor: Cory J Roupe
SEC File# 801-3297
CRD# 250
Location 609 4th St S, La Crosse, WI 54601, USA
Phone (608) 782-1116
Directions
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Edward Jones - Financial Advisor: Sheri K Plantz
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2424 State Rd, La Crosse, WI 54601, USA
Phone (608) 788-6420
Directions
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Ballas Financial Services
Location 305 5th Ave S #201, La Crosse, WI 54601, USA
Phone (608) 784-7900
Directions
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Vincent Ruger - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Wells Fargo Advisors
3 out of 5
Location 2 Copeland Ave, La Crosse, WI 54603, USA
Phone (608) 788-9800
Directions
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Coulee Investment Center
Location 1516 Losey Blvd S, La Crosse, WI 54601, USA
Phone (608) 784-3904
Directions
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32Thirty Financial
SEC File# 801-61332
CRD# 611
Location 100 Harborview Plaza Suite C4, La Crosse, WI 54601, USA
Phone (608) 782-5293
Directions
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Matt Haffemann - Financial Advisor
SEC File# 801-61332
CRD# 611
Location 444 Main St Suite 205, La Crosse, WI 54601, USA
Phone (608) 782-5293
Directions
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Interstate Wealth, LLC
Location 4535 Mormon Coulee Rd #2, La Crosse, WI 54601, USA
Phone (608) 790-9925
Directions
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Northwestern Mutual Financial
5 out of 5
Location 620 Main St, La Crosse, WI 54601, USA
Phone (608) 782-5742
Directions
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Holthaus Financial Group
SEC File# 801-61332
CRD# 611
Location 100 Harborview Plaza STE C4, La Crosse, WI 54601, USA
Phone (608) 782-5293
Directions
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Swartz Financial Planning
5 out of 5
Location 700 3rd St N Suite 202A, La Crosse, WI 54601, USA
Phone (218) 349-4453
Directions
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Sam Greene - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 401 2nd St N Ste 102, La Crosse, WI 54601, USA
Phone (608) 796-0929
Directions
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Edward Jones - Financial Advisor: Curtis J Bisek
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 2nd St N Suite 210, La Crosse, WI 54601, USA
Phone (608) 782-4065
Directions
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Norwest Investment Services Inc
Location 305 5th Ave S, La Crosse, WI 54601, USA
Phone (608) 791-9220
Directions
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Kasey Vergin - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Thrivent Financial
Location 700 3rd St N, La Crosse, WI 54601, USA
Phone (608) 785-0069
Directions
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Bryan F. Tornow - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 401 2nd St N Ste 102, La Crosse, WI 54601, USA
Phone (608) 796-0929
Directions
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Moriah Cody - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 201 Main St, La Crosse, WI 54601, USA
Phone (608) 791-7218
Directions
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Trust Point
4 out of 5
Location 230 Front St N, La Crosse, WI 54601, USA
Phone (608) 782-1148
Directions
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Edward Jones - Financial Advisor: Amy J Stodola, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1212 Horton St Suite 102, La Crosse, WI 54601, USA
Phone (608) 788-2668
Directions
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Utterback David K
Location 444 Main St, La Crosse, WI 54601, USA
Phone (608) 784-4114
Directions
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Barbara Amberg O'Connor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 401 2nd St N Ste 102, La Crosse, WI 54601, USA
Phone (507) 398-7682
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Craig Hanson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Brian L Mlsna - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Edward Jones - Financial Advisor: Mike Wintheiser
SEC File# 801-3297
CRD# 250
Location 3208 State Rd Suite C, La Crosse, WI 54601, USA
Phone (608) 433-9859
Directions
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Nommensen Financial
Location 100 Front St S STE C, La Crosse, WI 54601, USA
Phone (608) 317-4237
Directions
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Edward Jones - Financial Advisor: Evan Stanek
SEC File# 801-3297
CRD# 250
Location 609 4th St S, La Crosse, WI 54601, USA
Phone (608) 782-1116
Directions
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Jay Podella - Thrivent
Location 319 Main St Suite 310, La Crosse, WI 54601, USA
Phone (608) 784-2428
Directions
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Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 700 3rd St N Ste 204, La Crosse, WI 54601, USA
Phone (608) 796-0929
Directions
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Timothy J Gillespie - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 500 2nd St S Ste 101, La Crosse, WI 54601, USA
Phone (608) 783-2639
Directions
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Ramer Retirement Resources
Location 2920 East Ave S #102, La Crosse, WI 54601, USA
Phone (507) 634-2211
Directions
Financial Advisors in La Crosse, WI

Where Certified Financial Advisors in La Crosse, WI Serve

La Crosse, WI is a vibrant city nestled in the heart of the Midwest, boasting a plethora of landmarks and attractions that are sure to delight visitors and locals alike. From the iconic Riverside Park, with its stunning views of the Mississippi River, to the historic Hixon House, a beautifully preserved Victorian mansion, there is no shortage of things to see and do in this bustling metropolis. But La Crosse is more than just a tourist destination - it is also a hub of industry and commerce, with a diverse array of top employers that help drive the local economy. Companies like Gundersen Health System, Mayo Clinic Health System, and Trane Technologies are just a few of the major players that call La Crosse home, providing jobs and opportunities for thousands of residents. Of course, no discussion of La Crosse would be complete without mentioning its extensive network of highways and streets, which make it easy to get around and explore all that the city has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of La Crosse, WI can benefit greatly from the expertise of a financial advisor. With the city's growing economy and diverse population, there are many opportunities for individuals to invest and grow their wealth. A financial advisor can help residents navigate the complex world of investments and create a personalized plan that fits their unique financial goals. In addition, with the city's proximity to the Mississippi River, many residents may have unique considerations when it comes to flood insurance and protecting their assets. A financial advisor can provide valuable guidance on these topics and help residents prepare for any potential financial challenges that may arise. Overall, a financial advisor can be an invaluable resource for residents of La Crosse, WI looking to secure their financial future.

Insurance Broker

Residents of La Crosse, WI can greatly benefit from the services of an insurance broker. With the city situated on the Mississippi River, flooding is a common occurrence and can cause significant damage to homes and businesses. An insurance broker can help residents find the right flood insurance policy to protect their property. Additionally, La Crosse is home to several colleges and universities, which means many students and their families may need assistance finding affordable health insurance options. An insurance broker can help navigate the complex world of health insurance and find a plan that fits their unique needs and budget. Overall, an insurance broker can provide invaluable support and guidance to residents of La Crosse, WI in protecting their assets and securing their financial future.

Retirement Planning

Residents of La Crosse, WI could benefit from the services of a retirement planner in several ways. For example, a retirement planner could help them create a personalized plan to achieve their financial goals, such as saving for retirement or paying off debt. Additionally, La Crosse is known for its harsh winters, which can lead to high heating bills. A retirement planner could advise residents on how to budget for these expenses and ensure that they have enough savings to cover unexpected costs. Furthermore, La Crosse has a large population of retirees, and a retirement planner could help them navigate the complex world of Social Security and Medicare to maximize their benefits. Overall, a retirement planner could provide valuable guidance and support to residents of La Crosse as they plan for their future.

Wealth Management

Residents of La Crosse, WI would benefit greatly from the expertise of a wealth manager. With a population of over 50,000 people, La Crosse is a vibrant community that offers a variety of opportunities for individuals and families. However, navigating the complex financial landscape can be challenging, especially for those who are not familiar with the intricacies of investing and financial planning. A wealth manager can provide guidance and support to help residents of La Crosse achieve their financial goals, whether that means saving for retirement, investing in the stock market, or planning for their children's education. Additionally, a wealth manager can help residents of La Crosse navigate the unique challenges of living in a rural area, such as managing farm assets or dealing with estate planning issues. Overall, a wealth manager can provide invaluable assistance to residents of La Crosse, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of La Crosse, WI would greatly benefit from the expertise of a mortgage loan officer. With the city's growing population and booming housing market, a loan officer can help guide residents through the mortgage process, ensuring they secure the best possible loan for their unique financial situation. Additionally, La Crosse is known for its historic homes and unique architecture, which can often require specialized financing options. A knowledgeable loan officer can help residents navigate these complexities and find the right loan for their dream home. Overall, a mortgage loan officer can provide invaluable support to La Crosse residents looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of La Crosse, WI can benefit greatly from the expertise of a tax advisor. With the city's growing economy and diverse population, there are many tax laws and regulations that can be overwhelming for individuals to navigate on their own. A tax advisor can help residents of La Crosse understand the tax implications of their investments, retirement plans, and real estate transactions. They can also provide guidance on how to maximize deductions and credits, ensuring that taxpayers are not overpaying on their taxes. Additionally, with the recent changes to tax laws, a tax advisor can help residents of La Crosse navigate the new regulations and ensure they are taking advantage of all available tax benefits. Ultimately, a tax advisor can provide peace of mind to residents of La Crosse, knowing that their taxes are being handled accurately and efficiently.

Estate Planning Lawyer

Residents of La Crosse, WI can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can help them create a will that outlines how their assets should be distributed after their death. This is particularly important in La Crosse, WI, where the average age of residents is 35 years old, and many have young families. Additionally, an estate planning lawyer can help residents set up trusts to protect their assets from creditors and lawsuits. They can also assist in creating powers of attorney, which allow someone to make financial and medical decisions on behalf of an individual if they become incapacitated. In short, an estate planning lawyer can help residents of La Crosse, WI protect their assets and ensure that their wishes are carried out in the event of their death or incapacitation.

La Crosse, WI Financial Resources

La Crosse, WI Chamber of Commerce

https://www.lacrossechamber.com/

La Crosse, WI City Hall

https://www.cityoflacrosse.org/

La Crosse, WI Public Library

https://www.lacrosselibrary.org/

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FAQs About Personal Financial Advisors in La Crosse, WI