La Crosse, WI Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

201 Main Street

La Crosse WI 54601

Advisors at this office

9

Advisors at this office

user avatar

Jon E

Series 63, Series 65

La Crosse, WI

STIFEL

Jon Ellefson is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 2006 to 2009. Outside of his advisory role, Ellefson serves as Vice President of the Landings Condo Association board and holds a voluntary leadership position as a district representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Paul S

Series 66

La Crosse, WI

STIFEL

Paul Skarie is a financial advisor at Stifel in La Crosse, WI, with one year of industry experience. Before joining Stifel in 2025, he worked at S&S Cycle, Inc. for three years and spent 14 years at Harley-Davidson Motor Company. He also operates a consulting business focused on the motorcycle industry. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Ilene K

Series 63, Series 66

La Crosse, WI

STIFEL

Ilene Kernozek is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at Gundersen Medical Foundation and Trust Point Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
user avatar

Michelle M

Series 66

La Crosse, WI

STIFEL

Michelle Mcgraw is a Series 66 licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is also a notary. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Kevin M

Series 63

La Crosse, WI

STIFEL

Kevin Mclain is a financial advisor at Stifel with 36 years of industry experience and holds a Series 63 license. He has been with Stifel Nicolaus & Co Inc since 2013 and has operated Jd Mclain since 1984. Outside of his advisory work, he has ownership interests in Cary Specialty Services and farmland in Wisconsin. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Michael L

Series 66

La Crosse, WI

STIFEL

Michael Linse is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering analysis and allocation guidance for financial planning and asset management.

General retirement planning Income planning
user avatar

Breanna M

Series 63

La Crosse, WI

STIFEL

Breanna Malin is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory work, Malin serves as Vice President of the Winona Figure Skating Club and participates in leadership and advisory roles with local Methodist church committees. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning based on probabilistic modeling.

General retirement planning Income planning
user avatar

Thomas M

Series 63, Series 65

La Crosse, WI

STIFEL

Thomas Monson is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Monson serves on the Endowment Fund Committee of the English Lutheran Church and is Treasurer of the City of La Crosse International Committee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group and offers fee-based financial planning alongside other advisory services.

General retirement planning Income planning
user avatar

William P

Series 63, Series 65

La Crosse, WI

STIFEL

William Pritchard is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, following three years at UBS Financial Services. Outside of his advisory role, he serves on the Rotary International District 6250 Board of Directors focusing on youth issues and sits on the advisory board for the La Crosse Community Theater. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
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