La Crosse, WI Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

9

Of 3,340 advisors across 469 offices

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 34 years of industry experience. He has worked at Stifel since 2009. Outside of his advisory work, he serves as Vice President on the board of The Landings Condo Association and holds a voluntary leadership role as a District Representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing 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

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 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following roles at Gundersen Medical Foundation and Trust Point Inc. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial 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 28 years of industry experience. He has been with Stifel since 2009. Pritchard holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Rotary International District 6250 board as a liaison on youth issues and is an advisory board member for the La Crosse Community Theater. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

General retirement planning Income planning
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")