In 1987, I graduated from Ripon College with majors in business management and history. I completed ROTC training and was commissioned a 2nd Lieutenant in the U.S. Army. I served six years in the Wisconsin National Guard 2-128th Infantry Green Bay, WI.
I started my career as an Edward Jones financial advisor in 1989.
My wife, Denise, and I have three children: Winona, Madison and Will. Our interests center around family, golf and travel.
I have served on the City of New London Police and Fire Commission since 2006; the finance committee of Most Precious Blood Parish since 2008; and as past president of the New London Golf Club; New London Lions Club; and the New London Jaycees.
I focus on helping the serious, long-term investor prepare for and navigate through the retirement years.
.
Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Golfing
- Hiking
- Traveling
- Rugby
Office Information
Mailing Address
Po Box 28New London, WI 54961
Phone Number
Lund J Cooley at (920) 982-3920Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More