La Crosse County, WI Financial Advisors and Resources



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: 32 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


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.)


La Crosse County, WI Financial Advisor FAQs

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).