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portrait of Laurie A Dischler
FINANCIAL ADVISOR

Laurie A Dischler

AAMS™, CRPC™
507 Linn St Suite A, Baraboo, WI 53913opens in a new window
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About Laurie

Clients tell me that I make investing more understandable than they expected while still developing comprehensive and personalized financial strategies. Everyone needs a retirement plan, and most of our clients are working with us on three to five areas of their short- and long-term wealth building picture!

The solutions I recommend are based on what's most important to you. We will document your goals using our established process. We build you personalized strategies and determine actions needed to help you reach your financial goals.

Choosing a financial advisor for your goals is important, and I encourage you to give our team...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin,PlattevilleMaster of Science

Personal Interests

  • Tennis
  • Active Lifestyle
  • Art & Theater
  • Golfing
  • Traveling

Team Members

  • Diana Ulrich
    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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 355-0111

Fax

(877) 393-6157

Office Address

507 Linn St Suite A
Baraboo, WI 53913opens in a new window

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