user avatar

Eric John Evenstad

Advisor at Cetera — Westby, WI

Updated today

Credentials

Series 66

Experience

7 years

Location

Westby, WI 54667

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,123 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Eric Evenstad is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with firms including Avantax and currently serves on the Westby Area School Board. Outside of advising, he is president of the Fine Arts Foundation of the Westby Area and assists as a robotics program coach for local schools. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various investment programs and third-party manager access, managing over $256 billion in assets.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Westby, WI

114 S. Main St

Westby WI 54667

Advisors at this office

1

Most active in

Wisconsin

Work history

7 years of industry experience

Cetera Wealth Services, LLC

2025 - Present • 1 year

Westby, WI

Cetera

2025 - Present • 1 year

Schaumburg, IL

Westby Area School Board

2023 - Present • 3 years

Westby, WI

Avantax Insurance Agency and/or Avantax Insurance Services.

2021 - 2025 • 4 years

Westby, WI

Avantax Advisory Services

2020 - 2025 • 5 years

Westby, WI

Evenstad Tax & Financial Services, Inc

2019 - Present • 7 years

Westby, WI

Avantax Investment Services, Inc.

2019 - 2025 • 6 years

Westby, WI

Evenstad Tax Service, LLP

2017 - 2019 • 2 years

Westby, WI

Gensler

2016 - 2019 • 3 years

La Crosse, WI

County of Vernon

2012 - 2022 • 10 years

Viroqua, WI

Eric J. Evenstad

2011 - Present • 15 years

Westby, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul T

Series 65

Westby, WI

The Life Group Financial Services

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
user avatar

Jeanne F

Series 63, Series 66

Chaseburg, WI

Inspire Advisors, LLC

Jeanne Foss is a financial advisor at Inspire Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also works as an engineer at Lumen Technologies, focusing on modernizing software infrastructure. Inspire Advisors is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a variety of investment strategies, often utilizing model portfolios and proprietary ETFs.

ESG / Sustainable investing
user avatar

Travis G

Series 66

Viroqua, WI

Harbour Investments, Inc.

Travis Gaskell is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Harbour, he worked at Cade Financial Services and spent several years in the education sector with Westby Area School District and Kickapoo Area Schools. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services using various investment approaches tailored by individual advisers and approved third-party managers.

Annuities Options & derivatives strategies
user avatar

Beau S

Series 65, Series 63

Viroqua, WI

Harbour Investments, Inc.

Beau Schroeder is a financial advisor with Harbour Investments, Inc., holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Harbour, he worked at Edward Jones and has a background in the automotive industry. He serves as a school board member for Kickapoo Area Schools. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisors and third-party managers.

Annuities Options & derivatives strategies
user avatar

Aaron C

CFP®, Series 63, Series 66

Viroqua, WI

Harbour Investments, Inc.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
user avatar

Michael C

Series 66

Viola, WI

LPL Financial

Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and over 27 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years with Investment Centers of America, Inc. He also has a long history with Citizens First Bank dating back to 2000. Outside of his advising role, he is involved with United Life Insurance Agency as an agent focusing on life and fixed annuities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services while providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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