Top financial advisors in La Crosse, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in government and are planning for retirement, you likely face unique challenges due to strong public pension systems in Wisconsin. Without an advisor familiar with these systems, you might miss opportunities to coordinate your pension benefits with other retirement income sources.
- Pension integration expertise. Confirm how the advisor plans around your public pension to optimize overall retirement income.
- Government benefits knowledge. Ask how they handle Social Security timing and other government-related benefits alongside your pension.
- Tax impact awareness. Public pensions can affect your tax situation; check how the advisor manages tax-efficient withdrawal strategies.
- Long-term income planning. Ensure they consider how your pension and other assets will support your lifestyle over time, not just immediate needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kelly K
Series 63, Series 65
La Crosse, WI
Primerica Advisors
Kelly Kalmes in La Crosse, WI, offers 24 years of experience and specializes in income planning, ESG investing, and tax-loss harvesting, which can help coordinate public pension benefits with other retirement income sources. Working with Primerica Advisors, a large firm using model-delivery strategies and a tiered wrap fee structure, she provides discretionary asset management suited for individual and high-net-worth clients, differentiating her from advisors focused on institutional plans.
Experience: 24 years
Avg account: $228,117
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Jennifer J
Series 66
La Crosse, WI
Harbour Investments, Inc.
Jennifer Johnson in La Crosse, WI, offers flat-fee financial planning with no advisory fee assessed on assets under management, which may benefit government employees managing public pensions. Her firm, Harbour Investments, uses both fundamental and technical analysis for customized strategies and serves a diverse client base including retirement plans, distinguishing her from advisors with traditional fee structures or narrower client focuses.
Experience: 4 years
Avg account: $309,963
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Ronald B
Series 63
La Crosse, WI
Ameriprise
Ronald Bryant's 31 years of experience and focus on retirement income strategy make him well-suited to address the complexities of public pension integration and Social Security optimization for government workers in La Crosse, WI. His affiliation with Ameriprise, a large firm offering algorithmic tools and tax-smart withdrawal strategies, provides a structured approach that may differ from smaller or less specialized advisors in the area.
Experience: 32 years
Avg account: $471,167
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Joshua F
Series 63, Series 66
La Crosse, WI
Wells Fargo Clearing
Joshua Fortun's 25 years of experience and Series 63 and 66 licenses position him well to address retirement planning challenges for government employees in La Crosse, WI, especially given Wells Fargo Clearing's expertise in retirement plan consulting and IPS-driven investment strategies. Compared to others, his affiliation with a large firm offering both discretionary and non-discretionary advisory services, along with flat-fee and AUM-based fee structures, suits high-net-worth clients seeking comprehensive pension integration and tax-efficient income planning.
Experience: 25 years
Avg account: $475,575
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Daniel R
Series 66
La Crosse, WI
CreativeOne Securities, LLC
Daniel Rundahl's 17 years of experience and Series 66 designation equip him to address retirement planning challenges for government employees in La Crosse, WI, including pension integration and tax-efficient strategies. His firm, CreativeOne Securities, LLC, offers flat-fee and hourly consulting options, serving diverse clients with a focus on fundamental and cyclical investment analysis, which may provide a more tailored approach compared to other advisors.
Experience: 17 years
Avg account: $183,544
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