Find a Financial Advisor in La Crosse County, WI

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We did the hard work of finding trustworthy partners in La Crosse County, WI.

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We Only Work With The Best La Crosse County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in La Crosse County, WI


  • Financial Advisor Close to La Crosse County, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in La Crosse County, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near La Crosse County, WI

We evaluated over 13,000 RIA firms to bring you the best of the best La Crosse County financial advisors.
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How Retirement-Friendly is La Crosse County, WI?

  • Population: 117,894
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $179,400
  • Average Monthly Housing Cost: $918
  • Average Household Income: $79,532
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)



The Top Financial Advisor Firms in La Crosse County, WI

 

ADVISORS MANAGEMENT GROUP INC

Website

(608) 782-0200

505 King st Ste 208

La Crosse, WI 54601

SEC#: 801-33545
Years in Business: 33 years

POEHLING CAPITAL MANAGEMENT, INC.

Website

(608) 406-2913

605 4th Street S

La Crosse, WI 54601

SEC#: 801-63189
Years in Business: 17 years

COORDINATED CAPITAL SECURITIES, INC.

Website

(608) 792-1022

817 28th St S
David Christensen
La Crosse, WI 54601

SEC#: 801-111070
Years in Business: 4 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(608) 784-7300

2 Copeland Ave.
Suite 102
La Crosse, WI 54603

SEC#: 801-56865
Years in Business: 22 years

POEHLING CAPITAL MANAGEMENT, INC.

Website

(608) 406-2913

605 4th Street S

La Crosse, WI 54601

SEC#: 801-63189
Years in Business: 17 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(608) 784-7300

2 Copeland Ave.
Suite 102
La Crosse, WI 54603

SEC#: 801-56865
Years in Business: 22 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(608) 784-7300

2 Copeland Ave.
Suite 102
La Crosse, WI 54603

SEC#: 801-56865
Years in Business: 22 years

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Website

(608) 782-5293

100 Harborview Plaza
Ste C-4
La Crosse, WI 54601

SEC#: 801-61332
Years in Business: 19 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(608) 784-7300

2 Copeland Ave.
Suite 102
La Crosse, WI 54603

SEC#: 801-56865
Years in Business: 22 years

 


La Crosse County, WI Financial Advisor FAQs

La Crosse County is located in western Wisconsin, along the Mississippi River. The county is bordered by Vernon County to the north, Monroe County to the east, Juneau County to the south, and Houston County, Minnesota, to the west. The county seat is La Crosse, which is located in the northwestern part of the county. The top employer in La Crosse County, Wisconsin is Gundersen Lutheran Health System with 5,777 employees and annual revenue of $1.3 billion. The La Crosse County area is most well-known for its incredible natural scenery. The region is home to a number of state parks and forests, including the Kickapoo Valley Reserve. Visitors can enjoy plenty of outdoor activities in the area, including hiking, biking, fishing, and camping. We've got a team of financial advisors covering La Crosse County, Wisconsin. This county, whose seat is the City of La Crosse, is found in southwestern Wisconsin, where the Mississippi, Black, and La Crosse Rivers converge and is a part of the La Crosse-Onalaska, WI-MN Metropolitan Statistical Area. Some of the cities nearby are Madison, Saint Paul, and Minneapolis. Financial advisors in the county are at your service in its neighboring areas through the links below.

Choosing a financial advisor can be difficult for some people. You are wise to be cautious and ask for recommendations from people you trust. The key is developing a relationship with an advisor who you feel comfortable talking about your money.

Having someone who specializes in this area is always going to be advantageous because it allows them to focus all of their time on one subject matter instead of split between many different topics.

Financial advisors will help clients select the products that match their needs. They evaluate market conditions and make recommendations on how much risk is appropriate for each client based on such factors as how old they are, what percentage of income goes towards daily living expenses, what investments have been successful in previous years, and others.

Ask them about their qualifications. Make sure to verify claims through the Financial Industry Regulatory Authority (FINRA).

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.