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portrait of Sheri K Plantz
FINANCIAL ADVISOR

Sheri K Plantz

CRPC™
2424 State Rd, La Crosse, WI 54601opens in a new window
CallSend Me a Message

About Sheri

I've been with Edward Jones for over 20 years, seven of those as a client. I came upon a crossroad in my 20-year career in radio advertising and marketing sales when a manager told me many times to focus on the money my clients had rather than what was right for them.

I was raised to treat others as I want to be treated, to be honest and to care for others. All of his suggestions went against all I believe in. My financial advisor saw how important it was for me to take care of my clients and encouraged...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJuly 2012 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • St Mary Woods CollBachelors

Personal Interests

  • Cycling
  • Cooking
  • Sports Enthusiast
  • Volleyball
  • Pets

Team Members

  • Rhonda Hanson
    Sr. Branch Office Administrator
  • Amy Sjolander
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 788-6420

Fax

(855) 250-7678

Office Address

2424 State Rd
La Crosse, WI 54601opens in a new window

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