Josh Vehring, Financial Advisor located in Portage, WI

Financial Advisor
Josh Vehring

CEPA®
145 E Cook St, Portage, WI 53901opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Farmers and Ranchers

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Skiing
  • Hockey
  • Fishing

Team Members

  • Tifanie Nielsen
    Sr. Branch Office Administrator

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(608) 742-5408

Fax

(800) 248-0115

Office Address

145 E Cook St
Portage, WI 53901opens in a new window

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