portrait of Tom Romaniak
FINANCIAL ADVISOR

Tom Romaniak

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Cooking
  • Curling

Team Members

  • Valori Mendrala
    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 By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(608) 429-1303

Fax

(877) 786-2802

Office Address

105 N Main Street
Pardeeville, WI 53954opens in a new window

Mailing address

Po Box 155
Pardeeville, WI 53954

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