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Financial Planning in Eau Claire

Edelman Financial Engines

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

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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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Kelly France - 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, Kelly France will take the time to understand you and your goals, as well as those changing... Read More about Kelly France - Financial Advisor, Ameriprise Financial Services, LLC

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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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Jeffrey Krumenauer - Associate Financial Advisor, Ameriprise Financial Services, LLC

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2919 Mall Dr, Ste C, 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, Jeffrey Krumenauer will take the time to understand you and your goals, as well as those... Read More about Jeffrey Krumenauer - Associate Financial Advisor, Ameriprise Financial Services, LLC

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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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Nicole Powers - 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, 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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Gina Gladwell Hartke - 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, Gina Gladwell Hartke will take the time to understand you and your goals, as well as those... Read More about Gina Gladwell Hartke - 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

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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, 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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Bernicke Wealth Management

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1565 Bluestem Blvd, Altoona, WI

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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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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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Sheri Sorensen - Thrivent

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4330 Golf Ter, Ste 216, Eau Claire, WI

715-832-8112

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Sheri Sorensen - Thrivent

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4330 Golf Ter, 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. Sheri Sorensen 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 Sheri Sorensen - 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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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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Caucutt, Krumenauer & Associates - Ameriprise Financial Services, LLC

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2919 Mall Dr, Ste C, Eau Claire, WI

More info available at FINRA's BrokerCheck website

At Caucutt, Krumenauer & Associates, 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... Read More about Caucutt, Krumenauer & Associates - Ameriprise Financial Services, LLC

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Joel Ratz - Financial Advisor, Ameriprise Financial Services, LLC

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2919 Mall Dr, Ste C, 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, Joel Ratz will take the time to understand you and your goals, as well as those... Read More about Joel Ratz - 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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Travis Kraker - 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, Travis Kraker will take the time to understand you and your goals, as well as those changing... Read More about Travis Kraker - Financial Advisor, Ameriprise Financial Services, LLC

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The Quigley Group

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401 Pinnacle Way, Suite 152, Eau Claire, WI

715-858-7788

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Strengthening your financial securityâ„ 

Gift Planning Services LLC

Gift Planning Services LLC

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4410 Golf Terrace #101, Eau Claire, WI

715-838-0368

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Gift Planning Services LLC

Gift Planning Services LLC

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4410 Golf Terrace #101, Eau Claire, WI

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431 East Clairemont Avenue, Suite B, Eau Claire, WI 715-318-9914
Sheri Sorensen - Thrivent
4330 Golf Ter, Ste 216, Eau Claire, WI 715-832-8112
The Quigley Group
401 Pinnacle Way, Suite 152, Eau Claire, WI 715-858-7788
Gift Planning Services LLC
4410 Golf Terrace #101, Eau Claire, WI 715-838-0368