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  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

 

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Community focused

providing access to a full range of financial products for every need

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A foundation built on trust

your financial well-being is our primary concern

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Addressing your needs

at every stage of your life

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Your Dreams, Our Guidance, Your Future

Based in Baraboo, Wisconsin, we believe in handling the needs of clients in all stages of life - from when they are born, to the time that they pass, regardless of the size of their portfolio. Whether you’re a young millennial starting your career, or the financial decision-maker of a multi-generational family with a diverse range of needs, you can rest assured that your financial well-being and future financial security will be our primary concern.

We also provide access to trust services* where we can handle the need to pass our clients’ assets from one generation to the next.

Our team of four advisors includes Pete Welsh, senior vice president of investment services, and Investment Executives Lisa McClyman, Laura Stanek, and Jennifer Kinzler.

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*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Your Financial Roadmap

How we can help you achieve financial security.
Financial planning is the compass that helps us guide our clients through life in pursuit of the dreams that are nearest to their heart.

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109 3rd Avenue
Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Baraboo State Bank deposits and are not FDIC insured.  These products are not obligations of the Baraboo State Bank and are not endorsed, recommended or guaranteed by Baraboo State Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, KS, FL, MI, MN, NC, NJ, NV, OH, TX, UT, WA, WI.

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