ADVISOR BIO

Adam Jaehnke is a financial advisor registered with Stifel, Nicolaus & Company, Inc., licensed in multiple states including Wisconsin, Minnesota and Texas. Adam joined Stifel in March 2020. Prior to joining Stifel, Adam worked at Radisson Hospitality, Inc. Adam specializes in working with a wide range of clients including individuals, businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Adam offers a variety of financial planning and portfolio management services, and has been in the financial services industry since 2020.

SPECIALIZATIONS

ADVISOR BIO

Aidan Greene is a financial advisor affiliated with Ameriprise Financial Services, LLC and has been in the industry for over 1 year. Aidan is licensed to offer investment advice in both Minnesota and Wisconsin. Aidan has successfully completed the Series 7TO, SIE, and Series 66 exams. Ameriprise Financial Services, LLC is a large firm with more than 140,000 clients, managing over $479 billion in assets for clients. The firm offers various financial services, including financial planning, portfolio management for businesses and individuals, pension consulting, and asset allocation services.

SPECIALIZATIONS

ADVISOR BIO

Aimee Jo Meier is a financial advisor who has been in the industry since December 2018. Aimee is currently registered with Osaic Wealth, Inc. and is licensed in Wisconsin. Aimee has a history of working for firms such as Securities America, Inc. and Mutual of Omaha Investor Services, Inc. Aimee offers a range of services to individuals and businesses including financial planning, pension consulting, and portfolio management. Aimee is dedicated to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Alex Mashak is a financial advisor with Equitable Advisors, LLC. Alex is registered as a broker-dealer and investment advisor in Florida, Illinois, Minnesota, Texas and Wisconsin. Alex's office is located in La Crosse, WI and offers financial planning, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Allison Nicole Mendoza is a financial advisor with LPL Financial LLC. Allison has been in the financial services industry since 2018. Allison is registered in 17 states as a Registered Representative, and also holds licenses to offer investment advice in Wisconsin. Allison has a broad range of experience, including working as a business owner, specializing in socially responsible retirement strategies.

SPECIALIZATIONS

ADVISOR BIO

Amy Stodola is a financial advisor at Edward Jones. Amy has been in the industry since 2005 and holds a Series 63, Series 7, and SIE license. Amy is registered to provide investment advice in 19 states and currently serves clients in Wisconsin and Texas.

SPECIALIZATIONS

ADVISOR BIO

Andrew McLain is a financial advisor who has been in the industry since 2020. Andrew is registered with Stifel, Nicolaus & Company, Inc. and has a Series 63, Series 7TO, and SIE license. Andrew is also registered in 16 states, including California, Connecticut, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Washington and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Ashley Joanne Vega is a registered Investment Advisor Representative with Advisors Management Group Inc. Ashley joined the firm in March of 2015. Ashley has been in the financial services industry for 5 years and is currently registered in Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Benjamin Langston is a financial advisor who works for Mutual Of Omaha Investor Services, Inc. Benjamin has been in the financial services industry since 2006 and holds several securities licenses, including Series 6, 7TO, 63 and 65.

SPECIALIZATIONS

ADVISOR BIO

Benjamin Gibson is an investment advisor representative registered with La Crosse Financial Planning Inc. Benjamin has been in the industry since 2012. Benjamin holds the Series 65 - Uniform Investment Adviser Law Examination. Benjamin is licensed in Minnesota and Wisconsin. Benjamin's area of specialization is Financial Planning. La Crosse Financial Planning Inc. primarily works with high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm's office is located at 700 3RD ST N STE 202A in La Crosse, WI.

SPECIALIZATIONS