Ryan Egstad CFP®

LPL Financial Advisor

For over 30 years, Ryan has been helping his clients invest their hard-earned money through the ups and downs of the financial markets.

Ryan earned his Bachelor of Business Administration from the University of Wisconsin – Madison.  He also is a Certified Financial Planner™.  Subsequent and concurrent to entering the financial services industry, Ryan owned and operated Egstad’s Ben Franklin Store in Hillsboro for 13 years.

He enjoys spending his time hunting, fishing and traveling with his family and friends. Ryan and his wife Shelly live in Tomah.

 

Alex Egstad

LPL Financial Advisor

Alex is a financial advisor at Egstad Wealth Management, focusing on comprehensive financial plans while providing exceptional client support and education. With a solid foundation in corporate finance from his previous role as a Senior Analyst at the Kohler Company, Alex has honed his expertise in analyzing financials and guiding clients in optimizing their resources. He holds a Bachelor of Business Administration in Finance from UW-Whitewater and has deep roots in the community, having grown up in Tomah and now serving on several local boards and finance committees.

Outside of his professional life, Alex values time spent with family enjoying the great outdoors. He and his wife Allysa recently welcomed their son, Matthew, to the family this spring. They enjoy hiking and camping as a family along with their dog, Nali, at Wisconsin’s beautiful state parks. He also enjoys golfing, hunting, and fishing. Their family is also on a mission to visit all 63 US National Parks.

Alex holds his Series 7 and 66 securities registrations through LPL Financial as well as Life, Accident & Health, Variable Life/ Variable Annuities Agent licenses.

Registered States:

AL, AZ, CA, FL, IN, MN, OK, TX, WI, WY

Brenna Mehne

Brenna serves as an Administrative Assistant at Egstad Wealth Management and is a graduate from Mauston High school and earned an associate degree from Western Technical college. Brenna resides in New Lisbon with her family and two yorkies. 

She has three daughters, 26, 21, and 15, who keep her very busy. When not watching sporting events or dance recitals, she enjoys camping and spending quality time with friends and  family.