portrait of Chad M Winklepleck
FINANCIAL ADVISOR

Chad M Winklepleck

AAMS™, CRPC™
165 W Netherwood Rd, Oregon, WI 53575opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Sarah Carpenter
    Registered Branch Associate
  • Teresa Briggs
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(608) 835-0697

Fax

(877) 222-6063

Office Address

165 W Netherwood Rd
Oregon, WI 53575opens in a new window

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