Alex Egstad

Alex works with individuals, families, and small business owners on the money questions that come up over a lifetime. How much to save and where to put it. How to turn savings into a paycheck once the paychecks stop. What a house or a business purchase does to the rest of the plan. How taxes factor into each decision. And what happens to what's left when you're gone. He came to Egstad Wealth Management from corporate finance, where he worked as a Senior Analyst at Kohler Company.

He grew up in Tomah and serves on several local boards and finance committees.

Outside the office, Alex is usually outdoors with his wife Allysa, their two-year-old son Matthew, and their dog Nali. They camp and hike Wisconsin's state parks, and the family is working on visiting all 63 US National Parks. He also hunts, fishes, and golfs. Not well, but he golfs.

Alex holds his CERTIFIED FINANCIAL PLANNER® certification. He also holds his Series 7 and 66 securities registrations through LPL Financial along with Life, Accident & Health and Variable Life/Variable Annuities agent licenses.

Registered States:

AL,AZ,CA,CO,FL,IL,MN,MT,NC,TX,VA,WI