Jeremy Untz, Financial Advisor

FINANCIAL ADVISOR
Jeremy J Untz

CFP®, AAMS™
2303 Schneider Ave SE Ste 110, Menomonie, WI 54751opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling

Team Members

  • Brenda Klatt
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Phone

(715) 235-2123

Fax

(888) 267-5354

Office Address

2303 Schneider Ave SE Ste 110
Menomonie, WI 54751opens in a new window

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