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portrait of Andrew T Sahlstrom
FINANCIAL ADVISOR

Andrew T Sahlstrom

CFP®, CEPA®, AAMS™, CRPC™
1052 Oak Forest Dr Suite 260, Onalaska, WI 54650opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Andrew

The reason I started in the financial industry was to help people cut through the noise of financial markets and to explain the complexities of saving and investing in a way that everyone can understand. I work with a strong team that helps individuals retire from their careers. We focus on helping serious individuals and their families determine if they are on track to achieve their financial goals and develop and implement personalized long-term financial strategies to help make those goals and dreams a reality.

I received my undergraduate degree in engineering from Minnesota State University Mankato and I now hold...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Healthcare Professionals
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Minnesota State Univ,MankatoBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Board Games
  • Technology

Team Members

  • Sarah Anderson
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 781-3716

Fax

(888) 287-1342

Office Address

1052 Oak Forest Dr Suite 260
Onalaska, WI 54650opens in a new window

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