WI · Onalaska

Fiduciary advisors in Onalaska, WI

2 advisors with offices in Onalaska. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Onalaska

Financialoscopy Inc

Onalaska, Wisconsin

Financialoscopy Inc, based in Onalaska, Wisconsin, is an independent financial advisory firm founded by Mark Bertrang (ChFC, CLU) and Nathan Becker, both holding relevant securities registrations and insurance licenses. The firm offers financial planning and advisory services using a proprietary process called Financialoscopy®, emphasizing individualized engagement and life-stage planning. The team includes administrative and media support staff and serves clients seeking guidance through financial decisions and life transitions.

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Integrated Wealth Management

★5.0(1)

Onalaska, Wisconsin

Investment Management Wealth Management

Integrated Wealth Management, founded by Cody Rickaway, provides investment management and wealth management services to individuals, families, institutions, and nonprofits from its Onalaska, Wisconsin headquarters. The firm operates on a fee-based and commission-based model using an assets-under-management fee structure, and Rickaway holds credentials including CFP®, CIMA®, RICP®, and AIF®. The firm employs a four-step planning process emphasizing comprehensive assessment, risk management, and ongoing monitoring, and serves clients nationwide.

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Financial advisors in Onalaska, Wisconsin

Advisors serving Onalaska 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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