Charles Zwiefelhofer - Frandsen Investment Services Wealth Advisor

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Charles Zwiefelhofer

Wealth Advisor
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My Info

Address

My Locations

Phone

(715) 895-6110

Email

Email Charles

My Hours

Day of the WeekHours
tue9:00 AM - 4:00 PM
wed9:00 AM - 4:00 PM
thu9:00 AM - 4:00 PM
fri9:00 AM - 4:00 PM
satClosed
sunClosed
mon9:00 AM - 4:00 PM

Personal Products and Services

  • Retirement Income Planning
  • Tax Aware Strategies
  • LTC
  • Wills
  • Trusts
  • POA's

About Charles Zwiefelhofer

Charles is an experienced financial advisor with over 20 years of experience. He has earned multiple certifications including Series 7, 65, 66, and AWMA. Charles assists his clients in developing comprehensive financial plans and constantly monitors their progress to ensure that their plans align with their changing needs. With his expertise in estate plan design, tax-aware strategies, and income generation, Charles brings an unparalleled level of experience and knowledge to his clients.

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Education
UW-LaCrosse

Frequently Asked Questions

My Locations

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MN, MO, MT, ND, NE, NM, NV, OH, OK, SC, SD, TX, VT, WA, WI.

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