LouAnn Schulfer

LouAnn Schulfer

Wealth Management Advisor

LouAnn Schulfer, AWMA®, AIF®
Accredited Wealth Management AdvisorSM
Accredited Investment Fiduciary®
LPL Investment Advisor Representative

Affiliations:

  • Author/contributor to Stevens Point City Times, Financially Speaking, and other media
  • President and Board member, Pacelli High School Education Foundation
  • Advisory Board Member - Investors Community Bank
  • Sacred Heart Church, Lector, regular volunteer
  • Portage County Business Council – member

 

Registrations and Designations:

  • Accredited Wealth Management Advisor®
  • Accredited Investment Fiduciary®
  • LPL Investment Advisor Representative (Series 65)
  • General Securities Representative (Series 7)
  • Life, Health and Variable Insurance Agent
  • Investment Company Products/Variable Contracts Representative (Series 6)
  • Uniform Securities Agent State Law Examination (Series 63)
  • Securities registrations held with LPL Financial

 

Noteworthy

  • LPL Outstanding Client Service Award 2019
  • LPL Outstanding Client Service Award 2018
  • LPL Outstanding Client Service Award 2017
  • LPL Outstanding Client Service Award 2016
  • LPL Insurance Champions Award 2012

 

Having grown up in Central Wisconsin, our community is very dear to me. I was blessed to receive my education from our local schools and university,  and feel honored to be a part of the business community that returns great services to the area. It is important to me that Schulfer & Associates, LLC Wealth Management is an independent firm. I take my responsibilities very seriously, which includes regularly participating in educational events,  receiving objective research each and every day from LPL Financial’s research team, and utilizing integrated technology in our firm.  I help people make important financial decisions, plan for their future and manage their investments.    We specialize in retirement planning as well as helping people who’ve built a net worth to manage their wealth by incorporating both traditional and non-traditional investments that are alternative to strategies they may have worked with in the past.

 

I began my vocation as an entrepreneur at age 24. Gene and I purchased a struggling self-storage facility in Stevens Point. We dedicated an enormous amount of time and personal resources to turn that business around. As the entity became profitable, we reinvested one step at a time by constructing more buildings, buying duplexes, distressed single family homes, and commercial real estate. As we successfully bought, renovated, rented and sold our properties, our peers frequently asked us for advice. Through this process, we discovered that we most enjoyed the intellectual process of real estate investing as well as helping advise others, and in 1999, officially entered financial services as our career path.

 

Today, with each person I work with, I hold in my heart the memories of how hard we have worked in building our own success and how important it is as a wife and mother to adequately provide for my family’s security. I honor and respect the effort and discipline it takes for any person and family to acquire and protect their net worth. The reward of my work is the ability to be the trusted, caring and knowledgeable person who helps individuals and families with their important financial decisions.

 

Financial issues are becoming more and more complex. I put into practice educating adults as well as youth on financial concepts. In our own family, our sons became involved in their own business, Rolling Hills Driving Range, LLC, and understanding how money works at a very young age. Please visit “Our Blog” for more information, as well as to view my archive of articles that I’ve written for publication.  I have been married to Gene since 1993, whom I am proud to say is also my partner in business since 1994. We are the parents of two smart and hard working boys, Jacob and Zachary, and welcomed our first daughter-in-law to the family in 2020 when Julia married Jake . I most enjoy our family togetherness where we set aside specific time to work or play as a family. I also enjoy driving my SS1LE Camaro, snowmobiling, off-road UTV trail riding, hot rod and exotic cars, music, fine wines, cooking and gourmet food.

Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. The Accredited Investment Fiduciary® designation is earned through the Center for Fiduciary Studies. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.