Financial Advisor

Kathryn Wiegrefe

Helping the right people have the right amount of money at the right time.

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States Insurance Licensed:
Areas Served:
Generally within 35 miles of La Crosse, with other locations usually considered on a virtual basis.

Kathryn Wiegrefe

Knowing where you are financially today, where you want to be in the future and what it will take to get you there—this is critical to the achievement of your goals and dreams. If you’re like most people I meet, you want to make wise decisions and have a plan to accomplish your goals and protect you from the uncertainties of life, but may not know exactly what steps you need to take to get the results you want. I help you create a personalized financial plan and act as your coach to make small changes that may lead to big differences so that you can enjoy life today and plan for tomorrow at the same time.
On a personal level, I love CrossFit, reading, camping, and checking things off my to-do list. I'm the proud parent of two little boys and I'm happily married to a police sergeant. Like you, I understand that family comes first.

Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

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Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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