Barry Ploessl, Financial Advisor located in Holmen, WI

Financial Advisor
Barry J Ploessl

CFP®, AAMS®
814 S Main St Suite D, Holmen, WI 54636opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Traveling
  • Reading
  • Fine Dining

Team Members

  • Kenzie Haldeman
    Sr. Branch Office Administrator
  • Stefanie Matchey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Phone

(608) 526-9364

Fax

(800) 773-0988

Office Address

814 S Main St Suite D
Holmen, WI 54636opens in a new window

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