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

 

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  2. About Us
  3. Our Philosophy

Our Philosophy

We handle clients’ financial affairs for all stages of life – whether it’s for the educational funding of children, planning for retirement, or trust administration for clients when they pass. 

Located in a community-oriented bank, it's always been our goal to provide financial products that fit every individual's needs and circumstances, regardless of their portfolio-size or net-worth. Every individual matters and we will always be ready to assist individuals, couples, parents, grandparents, and children in finding personal financial solutions for their immediate and future needs.

About Us

  • Our Team
  • Our Mission
  • Our Philosophy
  • Our Process

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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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