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Financial planners in west-central Wisconsin
Our directory has 45 financial planners in west-central Wisconsin. Top towns: Hudson, Eau Claire and Menomonie. Typical weekday hours are 8 AM to 5 PM. About 93% list a website.
45 places Checked October 2026
By town
| Name | Category | Address | Town | Opening hours |
|---|---|---|---|---|
| Advisors Management Group | Investment service | 1324 W Clairemont Ave Ste 1 | Eau Claire | Fri 8:30 AM–3 PM |
| Baird Private Wealth Management | Financial planner | 4890 Owen Ayres Ct Ste 102 | Eau Claire | Mon–Thu 8 AM–4:30 PM |
| Beacon Pointe Advisors | Financial planner | 2220 Jack Breault Dr | Hudson | Mon–Fri 8:30 AM–5 PM |
| Buska Retirement Solutions, Inc - Eau Claire | Financial planner | 3621 E Hamilton Ave | Eau Claire | Fri 9 AM–12 PM |
| Charlie Gess - Thrivent | Financial planner | 400 2nd St S Ste 230 | Hudson | Fri 9 AM–5 PM |
| Chippewa Valley Financial Services LLC | Consultant | 621 W Park Ave | Chippewa Falls | Fri 8 AM–5 PM |
| Citizens State Bank | Bank | 1602 N Broadway St N | Menomonie | Fri 8:30 AM–5 PM |
| CLA (CliftonLarsonAllen) | Accounting firm | 2424 Monetary Blvd Ste 205 | Hudson | Mon–Fri 8 AM–5 PM |
| Credent Wealth Management - River Falls | Financial advisor | 111 W Walnut St | River Falls | Fri 8 AM–5 PM |
| Discovery Financial | Financial planner | 2217 Vine St #205 | Hudson | Fri 9 AM–5 PM |
| Edelman Financial Engines | Financial planner | 1330 Hosford St Ste b | Hudson | Fri 8:30 AM–5 PM |
| Edelman Financial Engines - Eau Claire, WI | Financial institution | 431 E Clairemont Ave Ste b | Eau Claire | Fri 8 AM–4:30 PM |
| Financial Strategies Group | Financial planner | 710 N Main St #102 | River Falls | Fri 8 AM–5 PM |
| IMA - Investment Management Associates | Financial planner | 2302 Hendrickson Dr | Eau Claire | Mon–Fri 8 AM–4:30 PM |
| Innovative Planning Group | Financial consultant | 702 2nd St | Hudson | Tue–Fri 8 AM–4 PM |
| Leverty Financial Group | Financial planner | 201 2nd St S | Hudson | Fri 8 AM–4 PM |
| MainStreet Capital Management | Financial planner | 601 S Farwell St a | Eau Claire | Mon–Thu 8 AM–5 PM |
| North Point Advisor Group | Investment service | 903 S Hillcrest Pkwy | Altoona | Thu 8 AM–4 PM |
| Northwestern Mutual | Financial planner | 1450 Rivers Edge Trail | Altoona | Mon–Fri 8 AM–5 PM |
| RBC Wealth Management | Financial planner | 401 Pinnacle Way Unit 152 | Eau Claire | Mon–Fri 8 AM–4:30 PM |
| St. Croix Advisors, LLC | Insurance agency | 401 2nd St #205 | Hudson | Mon–Fri 9 AM–5 PM |
| Synergy Retirement Planning Strategies, L.L.C. - Jon Kroening | Financial planner | 393 Red Cedar St Ste 4 | Menomonie | Fri 11 AM–4:30 PM |
| Wealth Management Associate - U.S. Bancorp Investments: Sean Steward | Financial planner | 131 S Barstow St | Eau Claire | Fri 9 AM–5 PM |
| WealthBuilders Inc. | Financial planner | 538 Nordic Ln | Hudson | Mon–Fri 8 AM–5 PM |
| Associated Bank | Financial planner | 2200 Crest View Dr, Hudson, WI 54016 | Hudson | — |
| Associated Bank | Financial planner | 2001 Coulee Rd, Hudson, WI 54016 | Hudson | — |
| Bernicke Wealth Management | Financial planner | 1565 Bluestem Blvd, Altoona, WI 54720 | Altoona | — |
| BMO Bank N.A Branches | Bank | 1049 Campbell St N, Prescott, WI 54021 | Prescott | — |
| Caucutt, Krumenauer & Associates - Ameriprise Financial Services, LLC | Investment service | 2919 Mall Dr Ste C, Eau Claire, WI 54701 | Eau Claire | — |
| CLA (CliftonLarsonAllen) | Business management consultant | 3402 Oakwood Mall Dr #100, Eau Claire, WI 54701 | Eau Claire | — |
| Coalesce Wealth Advisors - Ameriprise Financial Services, LLC | Financial planner | 710 N Main St Ste 103, River Falls, WI 54022 | River Falls | — |
| Jansen Wealth Management | Investment service | 1476 Blazing Star Blvd #3, Altoona, WI 54720 | Altoona | — |
| Jones Financial Consulting, LLC | Investment service | 800 Wisconsin St, Eau Claire, WI 54703 | Eau Claire | — |
| Lasting Legacy Financial Consultants Tracy Berglund - Thrivent | Financial consultant | 400 2nd St S Ste 230, Hudson, WI 54016 | Hudson | — |
| Merrill Lynch Wealth Management | Investment service | 3508 Oakwood Mall Dr, Eau Claire, WI 54701 | Eau Claire | — |
| Northwestern Mutual | Financial planner | 201 2nd St S | Hudson | — |