Ted Oeffler, Financial Advisor located in Altoona, WI

Financial Advisor
Ted Oeffler

CFP®, AAMS®
1470 Bluestem Blvd, Altoona, WI 54720opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Health & Nutrition
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Jennifer Souza
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(715) 723-2117

Fax

(800) 595-3147

Office Address

1470 Bluestem Blvd
Altoona, WI 54720opens in a new window

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