Lauren O'Brien, Financial Advisor located in Waunakee, WI

Financial Advisor
Lauren O'Brien

CFP®, AAMS®, CRPC™
221 S Century Avenue, Waunakee, WI 53597opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading

Team Members

  • Corinne Tuschl
    Registered Branch Associate

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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 - 11:30AM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(608) 849-6649

Fax

(888) 273-9407

Office Address

221 S Century Avenue
Waunakee, WI 53597opens in a new window

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