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Financial Planning Firms in Eau Claire

Dan Lotts - Financial Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Dan Lotts will take the time to understand you and your goals, as well as those changing... Read More about Dan Lotts - Financial Advisor, Ameriprise Financial Services, LLC

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Nicole Powers - Financial Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Nicole Powers will take the time to understand you and your goals, as well as those changing... Read More about Nicole Powers - Financial Advisor, Ameriprise Financial Services, LLC

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Christopher Kolinski - Financial Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Christopher Kolinski will take the time to understand you and your goals, as well as those changing... Read More about Christopher Kolinski - Financial Advisor, Ameriprise Financial Services, LLC

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Korrie Frank - Financial Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Korrie Frank will take the time to understand you and your goals, as well as those changing... Read More about Korrie Frank - Financial Advisor, Ameriprise Financial Services, LLC

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Brian T Soley - Financial Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Brian T Soley will take the time to understand you and your goals, as well as those... Read More about Brian T Soley - Financial Advisor, Ameriprise Financial Services, LLC

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River Prairie Wealth Partners - Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

At River Prairie Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Altoona, WI area... Read More about River Prairie Wealth Partners - Ameriprise Financial Services, LLC

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Adam Mohr - Private Wealth Advisor, Ameriprise Financial Services, LLC

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1520 Front Porch Pl, Altoona, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Altoona, WI area, Adam Mohr will take the time to understand you and your goals, as well as those changing... Read More about Adam Mohr - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Clearwater Capital - Ameriprise Financial Services, LLC

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310 Pinnacle Way, Suite 200, Eau Claire, WI

More info available at FINRA's BrokerCheck website

At Clearwater Capital, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Eau Claire, WI area to help... Read More about Clearwater Capital - Ameriprise Financial Services, LLC

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Steve Bien - Financial Advisor, Ameriprise Financial Services, LLC

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310 Pinnacle Way, Suite 200, Eau Claire, WI

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Eau Claire, WI area, Steve Bien will take the time to understand you and your goals, as well as those... Read More about Steve Bien - Financial Advisor, Ameriprise Financial Services, LLC

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Jon Meinholz - Financial Advisor, Ameriprise Financial Services, LLC

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310 Pinnacle Way, Suite 200, Eau Claire, WI

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Eau Claire, WI area, Jon Meinholz will take the time to understand you and your goals, as well as those... Read More about Jon Meinholz - Financial Advisor, Ameriprise Financial Services, LLC

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Ross Olson  - Old National Wealth Advisors

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3947 Oakwood Hills Parkway, Eau Claire, WI

Call Today!

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/ SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations |... Read More about Ross Olson - Old National Wealth Advisors

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Bernicke Wealth Management

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1565 Bluestem Blvd, Altoona, WI

Schedule a Quick 15-Minute Call

Bernicke Wealth Management is an independent financial firm in Eau Claire, WI, serving pre-retirees and business owners. We are a team of professionals committed to putting clients first with research-driven solutions for investment management, retirement planning, tax minimization strategies, and estate planning. Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities... Read More about Bernicke Wealth Management

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Old National Bank

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3947 Oakwood Hills Parkway, Eau Claire, WI

Banking. Anytime. Anywhere. With ONB Mobile.

Old National Bank is your bank for Eau Claire. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Tennessee, and Wisconsin. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management,... Read More about Old National Bank

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Legends Title Services, LLC

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2225 Brackett Avenue, Eau Claire, WI

At Legends Title Services, LLC, we have experts specializing in all aspects of the title industry.

From titles and closing to escrow services we have the knowledge, expertise and experience necessary to meet your highest expectations and do the job right. We are a locally owned and operated title company serving the Eau Claire region and beyond from our new office on Brackett Avenue. We understand your need for accurate and timely services and strive to... Read More about Legends Title Services, LLC

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Edelman Financial Engines

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431 East Clairemont Avenue, Suite B, Eau Claire, WI

Click Here to Meet with a Planner!

With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let’s have a meaningful conversation. The... Read More about Edelman Financial Engines

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Moriah Fagen - Thrivent

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4330 Golf Terrace, #216, Eau Claire, WI

715-953-0245

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Moriah Fagen - Thrivent

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4330 Golf Terrace, #216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Moriah Fagen is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Moriah Fagen - Thrivent

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Brady Zwiefelhofer - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

715-514-1540

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Brady Zwiefelhofer - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brady Zwiefelhofer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Brady Zwiefelhofer - Thrivent

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Oua Xiong - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

715-544-1122

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Oua Xiong - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Oua Xiong is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Oua Xiong - Thrivent

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Ian Kopp - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

715-456-7582

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Ian Kopp - Thrivent

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4330 Golf Terrace, Ste 216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ian Kopp is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Ian Kopp - Thrivent

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Sara Paradies - Thrivent

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4330 Golf Terrace, #216, Eau Claire, WI

715-318-0581

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Sara Paradies - Thrivent

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4330 Golf Terrace, #216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sara Paradies is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Sara Paradies - Thrivent

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Jason Miloszewicz - Thrivent

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4330 Golf Terrace, Suite 216, Eau Claire, WI

715-461-0540

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Jason Miloszewicz - Thrivent

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4330 Golf Terrace, Suite 216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jason Miloszewicz is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jason Miloszewicz - Thrivent

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Nathan Rudebusch - Thrivent

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4330 Golf Terrace, ste 216, Eau Claire, WI

715-579-7611

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Nathan Rudebusch - Thrivent

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4330 Golf Terrace, ste 216, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nathan Rudebusch is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Nathan Rudebusch - Thrivent

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Cory Campbell - Thrivent

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3402 Oakwood Mall Drive, Ste 200, Eau Claire, WI

608-519-3669

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Cory Campbell - Thrivent

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3402 Oakwood Mall Drive, Ste 200, Eau Claire, WI

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Cory Campbell is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Eau Claire, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Cory Campbell - Thrivent

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Risk Placement Services

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216 Pinnacle Way, Suite 210, Eau Claire, WI

715-832-4000

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Risk Placement Services

Risk Placement Services Verified by Yext

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216 Pinnacle Way, Suite 210, Eau Claire, WI

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