Jamie Eklov, AIF®

Jamie Eklov, AIF®

President

I started my career in the financial services industry in 2000.  Since that time I have worked with hundreds of clients providing them with asset management and  financial planning services.  My approach is client-centric, providing financial guidance that reflects your priorities and specific life circumstances.  I use a process of discovery, planning, strategies and monitoring to help address clients specific needs, goals and priorities. My clients are individuals and families, and small business owners who are looking to structure company sponsored retirement plans and benefits for key employees.

I am registered as a General Securities Representative and as an Investment Advisor Representative, offering securities and investment advisory services through LPL Financial.

I am also a member of the United States Army Reserves, with over 24 years of active duty and reserve service.  I've held many different positions in the military and currently serve as a Chief Warrant Officer 3. As a lifetime member of VFW Post 1530 in La Crosse, I volunteer to help provide services to our veteran members and their families. Golfing, open water fishing, ice fishing and traveling are how I spend my free time.


Phone 608-782-3591