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portrait of Justin J Wise
FINANCIAL ADVISOR

Justin J Wise

CFP®, CEPA®
1853 Sand Lake Road, Onalaska, WI 54650opens in a new window
CallSend Me a Message

About Justin

Money is a tool that you use to achieve your dreams.

As the son of a builder, I know that you don’t have to use the largest saw to make a beautiful piece of woodwork. What you need is a plan for what you're going to do with the wood.

That's why I make a commitment to my clients — to get to know you and what's important to you — so I can help you plan for and achieve the future you envision. But I don't stop there. I also want to understand the "why" behind your dreams so that, through...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Wisconsin,Eau ClaireBachelor of Science

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Hunting
  • Sailing
  • Vintage Cars

Team Members

  • Kari Winkler
    Registered Branch Associate
    FPQP®
  • Tamie Secor
    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 - 04:00PM
Sat Closed
Sun Closed

Phone

(608) 781-3904

Fax

(877) 479-5331

Office Address

1853 Sand Lake Road
Onalaska, WI 54650opens in a new window

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