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Our Team

Team

LouAnn Schulfer AWMA®, AIF®, Published Author

"The Wealth InFormation Lady"

Accredited Wealth Management Advisor ℠
Accredited Investment Fiduciary®
LPL Investment Advisor Representative
715-343-9600
Louann.Schulfer@LPL.com

Gene Schulfer AWMA®

Wealth Management Advisor
Accredited Wealth Management Advisor ℠
LPL Branch Office Manager
LPL Investment Advisor Representative
715.343.9600
Eugene.Schulfer@LPL.com

Jim Robinson RICP®

Wealth Management Advisor, Retirement Income Certified Professional®
715.343.9600
James.J.Robinson@LPL.com

Micah Meza

Office Administrator
715-343-9600
micah.meza@lpl.com

Kelly Blue

Wealth Management Assistant
715-343-9600
kelly.blue@lpl.com

Ray Brown

Wealth Management Client Services Specialist
715-343-9600
ray.brown@lpl.com

Gina DeLisle

Client Services Associate
View bio

Monika Chandra

CFO Consultant
View bio

Mary Heitzman CFP

Plan Manager, LPL Financial
View bio

Office

1417 Main St.
Stevens Point WI 54481

Contact Info

Phone: 715-343-9600
Email: SchulferAndAssociates@lpl.com

   

Get in Touch

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