La Crosse, WI Financial Advisors and Resources



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


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.)


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.