Best Financial Advisors in Altoona, WI

We did the hard work of finding trustworthy partners in Altoona, WI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Altoona, WI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Kevin A Widiker, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 3149 Meadowlark Ln Ste 20, Altoona, WI 54720, USA
Phone (715) 835-3807
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Wesley M Prince
SEC File# 801-3297
CRD# 250
Location 3149 Meadowlark Ln Ste 20, Altoona, WI 54720, USA
Phone (715) 835-3807
Johnson Runkel & Kraegenbrink Inc

4 out of 5

Location 3707 Hamilton Ave, Altoona, WI 54720, USA
Phone (715) 832-5779
Keith Caucutt - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2919 Mall Dr c, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Area Financial Services Inc
SEC File# 801-40622
CRD# 106766
Location 211 Harvest Ln Suite 2, Altoona, WI 54720, USA
Phone (715) 834-2786
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Krista L Caucutt-Ratz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2919 Mall Dr Ste C, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Drew Reitzner, AAMS™
SEC File# 801-3297
CRD# 250

3 out of 5

Location 2411 N Hillcrest Pkwy Suite 8, Altoona, WI 54720, USA
Phone (715) 835-3573
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Scott M Lawton, AAMS™
SEC File# 801-3297
CRD# 250
Location 803 Fairfax St Suite A, Altoona, WI 54720, USA
Phone (715) 514-2408
Adam Mohr - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1520 Front Porch Pl, Altoona, WI 54720, USA
Phone (715) 832-7715
Travis Kraker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1520 Front Porch Pl, Altoona, WI 54720, USA
Phone (715) 832-7715
Christopher Kolinski - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1520 Front Porch Pl, Altoona, WI 54720, USA
Phone (715) 832-7715
Adam Ranum - Northwestern Mutual

5 out of 5

Location 1450 Rivers Edge Trail, Altoona, WI 54720, USA
Phone (715) 835-3176
RBC Wealth Management

5 out of 5

Location 401 Pinnacle Way #152, Eau Claire, WI 54701, USA
Phone (715) 858-7788
Jeffrey Krumenauer - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2919 Mall Dr c, Eau Claire, WI 54701, USA
Phone (715) 858-3400
Kools Wealth Management
Location 1450 Rivers Edge Trail Ste B, Altoona, WI 54720, USA
Phone (715) 415-0272
Buska Retirement Solutions, Inc - Eau Claire
SEC File# 801-122395
CRD# 170627

4 out of 5

Location 3621 E Hamilton Ave, Eau Claire, WI 54701, USA
Phone (715) 318-4540
Edward Jones - Financial Advisor: Craig R Fladten
SEC File# 801-3297
CRD# 250
Location 4233 Southtowne Dr Suite 3, Eau Claire, WI 54701, USA
Phone (715) 552-1760
Hermening Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2215 E Clairemont Ave Ste 1, Eau Claire, WI 54701, USA
Phone (715) 834-2696
Merrill Lynch Wealth Management Advisor Mark J Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9742
Ian Kopp - Thrivent
Location 4423 Golf Terrace Ste 1, Eau Claire, WI 54701, USA
Phone (715) 456-7582
Markin Mickelson Financial Group of Wells Fargo Advisors
Location 4935 Keystone Crossing, Eau Claire, WI 54701, USA
Phone (715) 832-6171
The Quigley Group
Location 401 Pinnacle Way Suite 152, Eau Claire, WI 54701, USA
Phone (715) 858-7788
Edward Jones - Financial Advisor: Bill Hilgedick, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 N Farwell St Suite 201, Eau Claire, WI 54703, USA
Phone (715) 834-5052
Image of Altoona, WI

About Altoona, WI

Altoona is a city in Wisconsin with a population of over 15,000 people. Some of the city's landmarks include the Blair County Courthouse and the Altoona Public Library. The city's top employers are the Mayo Clinic Health System and Walmart. Major highways and streets in Altoona include Interstate 94 and U.S. Highway 12. The neighborhoods in Altoona include First Ward, Second Ward, Third Ward, Fourth Ward, and Fifth Ward.

Where Certified Financial Advisors in Altoona, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Altoona, WI have a variety of banking services to choose from. Banks offer checking and savings accounts, money market accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs). They also offer loans, such as mortgages, home equity loans, and car loans, and lines of credit. In addition, banks provide a variety of other services, such as online banking, mobile banking, bill pay, and text alerts.

Insurance Broker

In Altoona, WI, insurance brokers can help residents find the best rates and coverage for their needs. By working with a broker, residents can get access to a variety of carriers and policies, which can save them time and money. Brokers are also experts on the industry, so they can help residents understand their options and make the best decisions for their families.

Retirement Planning

Financial advisors in Altoona, WI can help residents create a retirement plan that will best suit their needs. Residents should consider their age, health, and income when creating a retirement plan. Financial advisors can help residents save for retirement and make wise investment choices.

Wealth Management

Wealth management is an important service that can help residents of Altoona, WI protect their finances and achieve their financial goals. There are a number of different wealth management services available, so it's important to find the right one for your needs. A good wealth manager will work with you to create a plan that fits your unique situation and helps you reach your financial goals.

Estate Planning Lawyer

Estate planning lawyers in Altoona, WI can help residents protect their assets and plan for the future. Planning ahead is important for everyone, and estate planning lawyers can help make the process easier. They can guide residents through the complex legal process and help them make decisions that will be best for their families. Estate planning lawyers can also provide advice on tax implications and other important issues. Residents in Altoona, WI who are interested in estate planning should contact an experienced lawyer to get started.

Mortgage Loan Officer

Mortgage loan officers in Altoona, WI can help residents secure the best mortgage rates and terms for their needs. By providing a variety of options and working with people to find the right deal, these professionals can make the home buying process much easier.

Tax Services

Tax accountants in Altoona, WI can help residents with their tax filings. The accountants can help residents understand the tax code and how to file their taxes correctly. They can also help residents find deductions and credits that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Altoona, WI