portrait of Ian C Wetzel

About Ian

I help people achieve their best financial lives now, into and throughout the future. My clients partner with me because we spend quality time together in order to completely understand what is most important to them.

There can be many moving parts including short- and long-term goals, comfort with risk, tax information, family dynamics and more. I aspire to help you achieve your personal vision of happiness by showing you all of your financial options and assisting you with information on what is appropriate for you and your family.

Life comes with many unexpected turns and surprises; by making recommendations...

Focus Areas

  • Wealth Strategies
  • Sustainable investing
  • LGBTQ+ Finances
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2018 to Current

Education

  • Univ of Wisconsin,Eau ClaireBachelor of Science

Personal Interests

  • Reading
  • Pets
  • Sustainability
  • Music
  • Pickleball

Team Members

  • Carol Ouellette
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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