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George Mitchell Piper Jr.

Advisor at Capital Coordinators Company — Eau Claire, WI

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

42 years

Location

Eau Claire, WI 54701

Capital Coordinators Company

Independent

Total advisors

1

Clients per advisor

2 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

George Piper Jr. is a financial advisor with Capital Coordinators Company in Eau Claire, WI, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience and has worked with Cambridge Investment Research Advisors, Inc. for the past ten years. Outside of his advisory role, he serves on committees for the Chippewa Valley Symphony Orchestra, Rotary Club of Eau Claire, and Day Resource Center. Capital Coordinators Company provides comprehensive financial planning and investment advice primarily to individual clients and retirement plan sponsors. The firm emphasizes written planning reports tailored to clients’ risk tolerance and objectives, focusing on non-discretionary, planning-centric engagements without percentage-of-assets billing.

Client services

Based on Capital Coordinators Company

Financial planning

Expertise

Based on Capital Coordinators Company

General retirement planning Income planning Life insurance needs analysis Debt management

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Fee options

Commissions

Individual investment adviser may receive commissions on securities and insurance products

Project-based

$150 per hour

Other

Fee-only: $150 per hour

Location

Eau Claire, WI

307 S. Farwell Street

Eau Claire WI 54701

Advisors at this office

1

Most active in

Wisconsin

Work history

42 years of industry experience

Cambridge Investment Research Advisors, Inc.

2016 - Present • 10 years

Fairfield, IA

Cambridge Investment Research, Inc.

2016 - Present • 10 years

Fairfield, IA

Chippewa Valley Symphony Foundation Trust

2015 - 2019 • 4 years

Eau Claire, WI

Capital Coordinators Company

1982 - Present • 44 years

Eau Claire, WI

Strommen and Associates Inc.

1978 - Present • 48 years

St Paul, MN

Disclosures

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

Business activities & affiliations

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Marleen T

Series 63, Series 66

Eau Claire, WI

RJ Hill's Financial Services, LLC

Marleen Thudium is a financial advisor at RJ Hill's Financial Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved in related business activities including managing a business consulting firm and owning an insurance brokerage specializing in health and Medicare-related insurance products. RJ Hill’s Financial Services provides wealth management and integrated tax-planning services primarily to individuals and closely held businesses, with a focus on farmers and clients in blue-collar trades. The firm emphasizes diversification and integrated asset allocation that considers economic outlook, risk tolerance, and tax consequences, offering both discretionary and non-discretionary management.

General estate planning guidance Tax strategies for small businesses Business ownership considerations Real estate investing Founder/Business Owner Mid-Career Professionals
user avatar

James R

Series 63, Series 65

Chippewa Falls, WI

Wall Investment Group, Inc.

James Robinson is a financial advisor at Wall Investment Group, Inc. in Chippewa Falls, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm focuses on strategic asset allocation tailored to clients’ objectives, income needs, and tax situations, utilizing both fundamental and technical security analysis, with at least quarterly portfolio reviews.

General retirement planning Wealth management
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Travis O

Series 65

Eau Claire, WI

Top Shelf Advisors

Travis Obrycki is a financial advisor at Top Shelf Advisors in Eau Claire, WI, holding a Series 65 credential with three years of industry experience. His prior work includes roles at PESI, Group Health Cooperative of Eau Claire, and the National Business Institute. Outside of advising, he is employed full time as a Senior Data Engineer. Top Shelf Advisors provides limited discretionary management of separately managed accounts along with standalone investment advice, financial planning, and group educational services. The firm serves individuals, retirement and pension plans, trusts, and other entities, using a client-specific timeline to guide investment decisions that include passive and active strategies, options, short selling, margin, and futures with a conservative approach to derivatives.

Active portfolio management Options & derivatives strategies
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David J

CFP®, Series 63

Eau Claire, WI

Jones Financial Consulting, LLC

David Jones is a CFP® with 17 years of industry experience and the sole advisor at Jones Financial Consulting, LLC, an independent firm he has led since 2007. Based in Eau Claire, WI, he holds a Series 63 license and focuses on comprehensive financial planning and asset management. Jones Financial Consulting, LLC provides financial planning and related services to individuals and families, emphasizing long-term, buy-and-hold portfolios constructed from core model allocations customized through risk profiling. The firm operates as a fee-only adviser and offers a wrap-fee program that combines advisory services and trade execution, primarily serving clients engaged for planning services.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management
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Cory H

Series 65

Eau Claire, WI

C.R. Haupt LLC

Cory Haupt is the sole advisor at C.R. Haupt LLC, an independent firm based in Eau Claire, WI. He holds a Series 65 designation and has 14 years of industry experience. Prior to founding his advisory firm, he worked at G-Force Computers Inc. for 20 years and has been involved in aviation operations through Heartland Aviation, LLC, where he serves as Director of Operations. C.R. Haupt LLC provides investment advisory and small-business consulting services to a limited client base, managing approximately $1.7 million in assets. The firm serves individuals and various entities, employing a mix of fundamental, technical, and cyclical investment analysis with strategies ranging from long-term investing to active trading, including options, cryptocurrencies, and SPACs.

Options & derivatives strategies Concentrated stock management Private / alternative investments Airline Pilot Founder/Business Owner
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David J

Series 65, Series 66

Eau Claire, WI

Jeske Asset Management, LLC

David Jeske is the principal advisor at Jeske Asset Management, LLC in Eau Claire, Wisconsin, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Royal Credit Union and Raymond James Financial Services. Jeske is also a licensed insurance agent operating Jeske Insurance Agency, LLC, where he sells property and casualty insurance. Jeske Asset Management provides discretionary portfolio management and financial planning services to individual clients, developing written Investment Policy Statements and offering ongoing portfolio monitoring. The firm employs fundamental and technical analysis alongside modern portfolio theory, primarily recommending ETFs and mutual funds while also engaging in higher-risk strategies such as options trading and short sales.

Options & derivatives strategies Real estate investing
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