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portrait of Allison L Butler
FINANCIAL ADVISOR

Allison L Butler

CFP®
1610 Maxwell Dr Suite 120, Hudson, WI 54016opens in a new window
Accepting New Clients
CallSend Me a Message

About Allison

I truly believe each individual is unique, which is why my team leaves no stone unturned. Tracy and I cherish getting to know our clients on a deeply personal level, so we know exactly how to best serve your financial needs as life unfolds. You are our priority each and every day when we open those doors.

You can expect a deep discovery into where you are today, what's important to you as you look into your future, and comprehensive recommendations considering cash flow, taxes, legacy desires and much more.

Originally from Chippewa Falls, Hudson became my home in 2017 and later...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin,Eau ClaireBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Gardening
  • Hiking
  • Volleyball
  • Pets

Team Members

  • Tracy Johnson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(715) 808-8329

Fax

(888) 482-5941

Office Address

1610 Maxwell Dr Suite 120
Hudson, WI 54016opens in a new window

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