Skip to Main Content
Michael LaChance, Financial Advisor

FINANCIAL ADVISOR
Michael T LaChance

CFP®, AAMS™, CRPC™, CRPS™
1570 Harris Drive, Grafton, WI 53024opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Physicians

About Michael

As an Edward Jones financial advisor, I want to know what's most important to you. I help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions.

Our team takes a comprehensive approach to financial advice and wealth strategies. I believe in a holistic approach to understand what you’re working toward before you invest your money. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a strategy that leverages everyone's expertise. Working together, we can develop a strategy to help you achieve your financial goals.

With my...

Work History

  • Edward JonesJune 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Marquette UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Traveling

Team Members

  • Chloe Roberts
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(262) 268-1916

Fax

(855) 379-1840

Office Address

1570 Harris Drive
Grafton, WI 53024opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More