蜜穴视频

Financial Advisors in Rice Lake, WI

Helping you elevate your financial potential

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2961 Decker Drive

Suite 202

Rice Lake, WI 54868

THE Rice Lake, wi TEAM

  • Chris Hasenberg

    Director, Financial Planning

    Chris Hasenberg

  • Connor Koviak

    Director, Financial Planning

    Connor Koviak

  • Heather Vavra

    Director, Financial Planning

    Heather Vavra

  • Jordan Hasenberg

    Director, Financial Planning

    Jordan Hasenberg

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Meet some of our clients

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In their own words, clients explain how we've changed their lives.

蜜穴视频 in Rice Lake, WI

With more than 145 offices nationwide, we鈥檙e here for you. Our experienced financial planners understand that wealth is personal 鈥 it鈥檚 about you and where you want to be. With an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning, we can help get you there. So, let鈥檚 have a meaningful conversation. The 蜜穴视频 office in Rice Lake serves Barron County and surrounding areas across Northwest Wisconsin, including Cumberland, Chetek, Ladysmith and Hayward. Call us to schedule a meeting with a financial planner to get started.

Frequently Asked Questions

No matter where your financial journey starts with us 鈥 from your first paycheck into and through retirement 鈥 we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients, including those in the听{planner.location default=鈥漼our area鈥潁. We鈥檙e dedicated to applying that passion with personal and objective wealth planning and investment management services and as a fiduciary when it comes to investment advice, we put our clients and their best interests first, always. When you put your trust in us, you鈥檝e chosen the firm named by听叠补谤谤辞苍鈥檚* 鈥 awarded each September (2018-2024) by听叠补谤谤辞苍鈥檚,听based on data within a 12-month period 鈥 as the nation鈥檚 top independent Registered Investment Advisor for the seventh consecutive year.

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*The 叠补谤谤辞苍鈥檚 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to 蜜穴视频 as the top mega RIA. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.听听

Becoming an 蜜穴视频 client is a straightforward process. The first step is to schedule an initial consultation with a financial advisor in your area 鈥 we can connect you with one in or near {planner.location default=鈥漼ou鈥潁. After this meeting, if you and your advisor mutually agree that it makes sense for you to become an EFE client, the advisor will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing 蜜穴视频 to manage your portfolio. Your advisor will be with you every step of the way as you embark on your new journey. Connect with a planner to get started.

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Your wealth planning team is led by your local advisor in {planner.location default=鈥漼our area鈥潁, who will get to know you 鈥 your specific goals, your concerns and what you want to accomplish. Together, you鈥檒l clarify what wealth means to you and explore how much further you鈥檇 like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.

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