WI · Eagle River

Fiduciary advisors in Eagle River, WI

1 advisor with offices in Eagle River. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Eagle River

Patterson Investment & Retirement Solutions

Eagle River, Wisconsin

Patterson Investment & Retirement Solutions, based in Eagle River, Wisconsin, focuses on retirement planning and related financial services. The firm is led by Investment Advisor Representative Ron Patterson, who has worked in retirement and insurance planning for over 15 years, and Justen Schemmel, also an Investment Advisor Representative who joined the team in 2021. Both advisors assist clients with financial planning, retirement income planning, and estate planning services, supported by a long-tenured investment assistant with over 30 years of experience in the financial sector.

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Financial advisors in Eagle River, Wisconsin

Advisors serving Eagle River specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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