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portrait of Meg Koenig
FINANCIAL ADVISOR

Meg Koenig

AAMS™
144 N Washington Street, Suite A, Saint Croix Falls, WI 54024opens in a new window
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About Meg

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

I grew up in Clear Lake and appreciate the peace and beauty of rural Wisconsin living. Becoming part of the St. Croix Falls community and the welcoming small-town culture has made me feel immediately at home. In my free time, I enjoy reading, baking and spending time with family and friends. My adult daughter, Belle, and I are always ready for a weekend binge-watching...

Focus Areas

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

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin, River FallsBachelor of Science

Team Members

  • Alissa Norlund
    Sr. Branch Office Administrator
  • Amber Warner
    Sr. Branch Office Administrator
  • Kimberly Hoffman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(715) 483-1103

Fax

(800) 769-8546

Office Address

144 N Washington Street
Suite A
Saint Croix Falls, WI 54024opens in a new window

Mailing address

P O Box 250
Saint Croix Falls, WI 54024

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