Financial advisor recommendations in Hudson, Wisconsin

Vallis Advisors - Ameriprise Financial Services, LLC is a finance institution located at 86 Coulee Road, Hudson, Wisconsin, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can access their investments and track progress towards their goals securely from any device. The institution has received the Ameriprise Client Experience Award for providing exceptional service to clients. Financial advisors are registered in certain U.S. states and offer complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients can refer friends or family members to the institution for assistance with achieving their financial goals. The institution is a member of FINRA and SIPC, and users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations.

Chantel Luke is a financial advisor at Ameriprise Financial Services, LLC, located at 86 Coulee Road in Hudson, Wisconsin, United States. Chantel and her husband Taylor reside in Stillwater, Minnesota with their three daughters. In her free time, she enjoys golfing, crafting, spending time with family, and visiting her cabin in Stone Lake, Wisconsin. Chantel is actively involved in the community, serving on the Board of Directors for Youth Action Hudson (YAH) and as the treasurer for the Afton-Lakeland Elementary PTA. As a financial advisor, Chantel can only conduct securities business with residents of states in which she is properly registered. The initial consultation with Chantel provides an overview of financial planning concepts, although written analysis and recommendations are not included. Ameriprise Financial cannot guarantee future financial results.

Tracy Berglund - Thrivent is a finance institution located at 805 Dominion Drive in Hudson, Wisconsin, United States. They are licensed in multiple states including AZ, CA, CO, FL, IA, MN, MO, MT, ND, NE, NV, OH, OR, SD, TX, WA, and WI. Thrivent offers financial planning services and investment advisory services through their Financial Planning Framework and Dedicated Planning Services. They do not provide legal, accounting, or tax advice, and recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent, as well as securities and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.