portrait of Curtis J Bisek
FINANCIAL ADVISOR
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Serving clients with $250,000
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About Curtis

Welcome to our website!

I am a financial advisor based in La Crosse, Wisconsin, and have been with the firm since 2017. I have always enjoyed helping others succeed and if I get to crunch numbers along the way… even better! I am a lifelong learner that truly enjoys meeting new people, learning about their goals, passions and relationships, solving problems and implementing strategies designed to help them to enjoy life more fully. Just about anyone can sell a mutual fund, but do they truly care about you and your larger goals and/or your biggest fears? I take pride and gain...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Healthcare Professionals

Work History

  • Edward JonesSeptember 2017 to Current

Education

  • Univ of Wisconsin,La CrosseBachelor of Science

Personal Interests

  • Music
  • Spending Time with Family
  • Personal Fitness
  • Football
  • Golfing

Team Members

  • Sandra Oleniacz
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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