Find a Financial Advisor in La Crosse, WI

 

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

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We Only Work With The Best La Crosse Financial Advisors


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

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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, WI


  • Financial Advisor Close to La Crosse, 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, 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, WI

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

  • Population: 51,666
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $141,200
  • Average Monthly Housing Cost: $845
  • Average Household Income: $63,591
  • 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, 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

 


La Crosse, WI Financial Advisor FAQs

Financial Advisors help clients with their investment portfolios and retirement plans. They provide guidance about saving for retirement or managing an investment portfolio today while taking into account taxes, risk tolerance and time horizon.
The decision of whether or not to work with a financial advisor is largely based on your risk tolerance and available funds for investments. Those who prefer low-risk investments should consider obtaining guidance from an advisor in order to decrease the chances of losing their money in market crashes
A couple items to keep in mind when seeking out a financial advisor are your expertise level, the investment products they offer, the fees charged for services, any certifications/qualifications that they have obtained and their past track record. It's important to feel comfortable with the person you are working with to prevent any hesitation when making decisions.
Financial advisors get paid for advice by charging a percentage of assets managed. This number typically ranges between 1% and 2%. Financial planners also often charge an up-front fee which involves setting up the investment plan, completing rollovers, etc.