Travis Truesdale, Financial Advisor located in Wautoma, WI

Financial Advisor
Travis J Truesdale

CEPA®
W7815 State Rd 21 & 73, P O Box 186, Wautoma, WI 54982opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings
  • New Investors

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Camping
  • Outdoor Enthusiast
  • Hunting
  • Snowboarding

Team Members

  • Val Jarvis
    Sr. Branch Office Administrator

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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

Phone

(920) 647-8122

Fax

(888) 839-3119

Office Address

W7815 State Rd 21 & 73
P O Box 186
Wautoma, WI 54982opens in a new window

Mailing address

P O Box 186
Wautoma, WI 54982

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