Best Financial Advisors in Eau Claire County, WI

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List of Firms

Eau Claire County, WI Fiduciary Financial Advisors

SEC File# 801-54859
CRD# 23131
Location 431 E Clairemont Ave suite a, Eau Claire, WI 54701, USA
Phone (715) 839-1006
Directions
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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
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
Directions
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Edward Jones - Financial Advisor: Michael Faeth
SEC File# 801-3297
CRD# 250
Location 4233 Southtowne Dr #3, Eau Claire, WI 54701, USA
Phone (715) 552-1760
Directions
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Edward Jones - Financial Advisor: Rachelle L Anglemyer
SEC File# 801-3297
CRD# 250
Location 3610 Oakwood Mall Dr Ste 200, Eau Claire, WI 54701, USA
Phone (715) 855-9067
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Wendy Folkers - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1740 Brackett Ave, Eau Claire, WI 54701, USA
Phone (715) 834-7280
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Affinity Asset Management
Location 2164 Eastridge Center, Eau Claire, WI 54701, USA
Phone (715) 835-5044
Directions
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Merrill Lynch Wealth Management Advisor Mark J Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9742
Directions
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Kevin Hermening - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2215 E Clairemont Ave #1, Eau Claire, WI 54701, USA
Phone (715) 834-2696
Directions
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Lincoln Financial Advisors
Location 1004 E Fillmore Ave, Eau Claire, WI 54701, USA
Phone (715) 834-7775
Directions
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North Point Advisor Group
SEC File# 801-72270
CRD# 123913
5 out of 5
Location 903 S Hillcrest Pkwy, Altoona, WI 54720, USA
Phone (715) 598-7011
Directions
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Lewis Family Financial
SEC File# 801-111055
CRD# 158043
Location 3621 E Hamilton Ave, Eau Claire, WI 54701, USA
Directions
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Merrill Lynch Wealth Management Advisor Robert D Weisenberger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 835-0710
Directions
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Krista L Caucutt-Ratz - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 1903 Keith St, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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MainStreet Capital Management
5 out of 5
Location 601 S Farwell St a, Eau Claire, WI 54701, USA
Phone (715) 834-9111
Directions
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Flaten Retirement & Investment
Location 601 S Farwell St, Eau Claire, WI 54701, USA
Phone (715) 834-9111
Directions
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Dwayne Kesting - Thrivent
Location 4423 Golf Terrace Ste 1, Eau Claire, WI 54701, USA
Phone (715) 563-2552
Directions
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Sheri Sorensen - Thrivent
Location 4330 Golf Terrace Ste 216, Eau Claire, WI 54701, USA
Phone (715) 832-8112
Directions
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Nine Pillars Wealth Management
Location 4410 Golf Terrace #201, Eau Claire, WI 54701, USA
Phone (715) 514-2450
Directions
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KeyStone Financial
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 4252 Southtowne Dr, Eau Claire, WI 54701, USA
Phone (715) 835-6022
Directions
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Joe Watson - Thrivent
Location 130 S Barstow St Ste 1a, Eau Claire, WI 54701, USA
Phone (715) 858-0953
Directions
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Markin Mickelson Financial Group of Wells Fargo Advisors
Location 4935 Keystone Crossing, Eau Claire, WI 54701, USA
Phone (715) 832-6171
Directions
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Edward Jones - Financial Advisor: Jeff Erickson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4907 Keystone Crossing Ste B, Eau Claire, WI 54701, USA
Phone (715) 831-0002
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Bernicke Wealth Management, Ltd.
SEC File# 801-72270
CRD# 123913
5 out of 5
Location 1565 Bluestem Blvd, Altoona, WI 54720, USA
Phone (715) 832-1173
Directions
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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
Directions
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Northwestern Mutual Financial
Location 2613 E Princeton Ave, Eau Claire, WI 54703, USA
Phone (715) 835-4567
Directions
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Edward Jones - Financial Advisor: Dan Schwaegel
SEC File# 801-3297
CRD# 250
Location 2408 Vine St, Eau Claire, WI 54703, USA
Phone (715) 832-5539
Directions
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Merrill Lynch Wealth Management Advisor Jacob Jeffrey Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9747
Directions
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Jessica Berg - Thrivent
Location 4330 Golf Terrace Ste 216, Eau Claire, WI 54701, USA
Phone (715) 533-4795
Directions
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Edward Jones - Financial Advisor: Kylee J Zalewski
SEC File# 801-3297
CRD# 250
5 out of 5
Location 325 E Madison St, Eau Claire, WI 54703, USA
Phone (715) 514-5945
Directions
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Edward Jones - Financial Advisor: Tim Owen, CLU®
SEC File# 801-3297
CRD# 250
Location 923 W Clairemont Ave, Eau Claire, WI 54701, USA
Phone (715) 481-0722
Directions
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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
Time Monday: 7:00 AM – 8:00 PM Tuesday: 7:00 AM – 4:30 PM Wednesday: 7:00 AM – 4:30 PM Thursday: 7:00 AM – 4:30 PM Friday: 7:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Caucutt, Krumenauer & Associates - 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
Directions
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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
Directions
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Edward Jones - Financial Advisor: Andy Cooper, AAMS®
SEC File# 801-3297
CRD# 250
Location 419 E Clairemont Ave, Eau Claire, WI 54701, USA
Phone (715) 833-3986
Directions
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Merrill Lynch Wealth Management Advisor Allen Worthey
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9752
Directions
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GILFI, LLC
Location 3806 Oakwood Hills Pkwy #2, Eau Claire, WI 54701, USA
Phone (715) 832-6201
Directions
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Bohannon Group
Location 4233 Southtowne Dr # 1, Eau Claire, WI 54701, USA
Phone (715) 835-3176
Directions
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Joel 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
Directions
Financial Advisors in Eau Claire County, WI

Where Certified Financial Advisors in Eau Claire County, WI Serve

Eau Claire County, located in the heart of Wisconsin, is a bustling hub of activity and culture. From the iconic Carson Park to the vibrant downtown scene, there is always something to see and do in this vibrant county. Home to major employers like Mayo Clinic Health System and the University of Wisconsin-Eau Claire, the economy here is strong and diverse. Major highways like I-94 and US-12 make travel easy, while streets like Water Street and Clairemont Avenue offer endless shopping and dining options. Neighborhoods like Putnam Heights and Third Ward are known for their charming homes and friendly communities. Whether you're a lifelong resident or just passing through, Eau Claire County is a place you won't soon forget.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Eau Claire County, WI can benefit greatly from the services of a financial advisor. With a population of over 100,000 people, Eau Claire County offers a diverse range of financial needs. A financial advisor can help residents create a personalized financial plan to meet their unique goals, whether it be saving for retirement, buying a home, or paying off debt. Additionally, Eau Claire County is home to several small businesses and entrepreneurs, who can benefit from financial advice on how to manage their finances and grow their business. With the help of a financial advisor, residents of Eau Claire County can gain peace of mind knowing their finances are in order and their future is secure.

Insurance Broker

Residents of Eau Claire County, WI can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents find the best insurance policies to suit their individual needs. For example, Eau Claire County is known for its harsh winter weather, which can lead to an increased risk of property damage and accidents. An insurance broker can help residents find the right coverage for their homes and vehicles to protect against these risks. Additionally, with the county's growing healthcare industry, an insurance broker can assist residents in finding the best health insurance plans to meet their needs and budget. Overall, an insurance broker can provide invaluable support and guidance to residents of Eau Claire County, helping them navigate the complex world of insurance and ensuring they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Eau Claire County, WI could benefit greatly from the expertise of a retirement planner. With an aging population and a median age of 36 years old, many residents are likely to be approaching retirement age in the coming years. A retirement planner can help individuals in Eau Claire County navigate the complexities of retirement planning, including determining when to retire, how to maximize social security benefits, and how to create a sustainable income stream in retirement. Additionally, a retirement planner can provide guidance on healthcare and long-term care planning, which is particularly important in a county where over 17% of residents are over the age of 65. By working with a retirement planner, residents of Eau Claire County can feel confident that they are making informed decisions about their financial future and are prepared for a comfortable and secure retirement.

Wealth Management

Residents of Eau Claire County, WI can benefit greatly from the guidance of a wealth manager. With the county's diverse economy, which includes healthcare, manufacturing and education industries, a wealth manager can help individuals navigate the complexities of financial planning and investment strategies. In addition, Eau Claire County has a large population of retirees, and a wealth manager can provide tailored advice on retirement planning, such as managing Social Security benefits and creating a sustainable income stream. Furthermore, the county's proximity to the Chippewa River and numerous parks and recreational areas means that residents may have unique investment opportunities in outdoor recreation businesses or real estate. A wealth manager can provide valuable insights and expertise to help residents of Eau Claire County, WI achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Eau Claire County, WI can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as refinancing an existing mortgage, purchasing a new home, or securing a loan for home repairs or renovations. With Eau Claire County being home to a diverse range of residents, from college students to retirees, a mortgage loan officer can help tailor their services to meet the specific needs of each individual. Additionally, with the county's growing economy and real estate market, a mortgage loan officer can provide valuable insights and guidance on the best loan options available to residents.

Tax Services

Residents of Eau Claire County, WI can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Eau Claire County, as it is home to a thriving agricultural industry. A tax advisor can help farmers and other agribusiness owners take advantage of tax breaks and incentives that are specific to their industry. Additionally, Eau Claire County has a significant number of small business owners and entrepreneurs. A tax advisor can assist these individuals with tax planning and compliance, ensuring that they are taking advantage of all available deductions while avoiding any potential penalties or fines. Overall, a tax advisor can provide valuable support to residents of Eau Claire County, helping them to navigate the complexities of the tax code and achieve financial success.

Estate Planning Lawyer

Residents of Eau Claire County, WI can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This can include drafting a will, establishing trusts, and designating beneficiaries for assets such as retirement accounts and life insurance policies. An experienced estate planning lawyer can also help residents of Eau Claire County navigate the complex legal and tax implications of estate planning, which can vary from state to state. For example, Wisconsin has its own set of laws governing probate and inheritance, and an estate planning lawyer can ensure that residents are in compliance with these regulations. Overall, working with an estate planning lawyer can provide peace of mind and help ensure that residents of Eau Claire County are prepared for whatever the future may hold.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Eau Claire County, WI