Financial & Investment Management Group

  • Trust, Fiduciary, and Custody Activities
1837 E. Main Street
Onalaska, WI 54650
(608) 779-0300
(608) 779-0304 (fax)
  • About

    Fee-only portfolio management & financial planning.

  • Whom to Contact

    • Jeffrey Lokken
      Wealth Manager
      1837 East Main Street
      Onalaska, WI 54650
      Phone: (608) 779-0300
    • Darcy McCallson
      1837 E. Main Street
      Onalaska, WI 54650
      Phone: (608) 779-0300
    • Jason Sobolik
      CFP
      1837 E. Main Street
      Onalaska, WI 54650
      Phone: (608) 779-0300

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