Categories
Bank/Financial/Investment
- 217 State Highway 64 Antigo WI 54409
- (715) 623-7584
- (855) 393-9950
- https://www.edwardjones.com/us-en/financial-advisor/katie-helmstadter
Hours:
Mon 8:00AM - 4:30PM
Tue 8:00AM - 4:30PM
Wed 8:00AM - 4:30PM
Thu 8:00AM - 4:30PM
Fri 8:00AM - 12:00PM
About Us
Katie & Dawn run a specialized financial planning practice in Antigo serving the Langlade & Lincoln County areas.
Will be moving to a Merrill location in 2026
Katie Helmstadter is a CFP® CERTIFIED FINANCIAL PLANNER® in the community and they work closely with a select number of families with more complex planning needs:
• Estate considerations & multigenerational wealth
• Tax conscious strategies
• Insurance protection
• Retirement & life goal planning
• Investment planning & risk tolerance