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portrait of Kevin A Widiker
FINANCIAL ADVISOR

Kevin A Widiker

CFP®, CEPA®, AAMS™
3149 Meadowlark Ln Ste 20, Altoona, WI 54720opens in a new window
Accepting New Clients
CallSend Me a Message

About Kevin

I’ve had the privilege of serving clients and helping them achieve their financial goals in the Chippewa Valley for the past 20 years. My career with Edward Jones began in 2004. I became a limited partner in 2008 and earned the CFP® certification in 2014. I’ve actively served in various leadership roles within our region and currently serve as a program leader for the Optimize Your Practice program for financial advisors in the U.S. and Canada, presenting strategies to help maximize the client experience to our firms’ top financial advisors.

I grew up in a small town called Birchwood, WI,...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Work History

  • Edward JonesJanuary 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin, River FallsBachelors

Personal Interests

  • Spending Time with Family
  • Hunting
  • Camping
  • Fishing
  • Basketball

Team Members

  • Holly Nelson
    Sr. Branch Office Administrator
    FPQP®
  • Norissa Meininger
    Branch Office Administrator

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(715) 835-3807

Fax

(877) 225-6287

Office Address

3149 Meadowlark Ln Ste 20
Altoona, WI 54720opens in a new window

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