Jon Meinholz

Overview

Investment portfolio management, personal financial planning, business succesion/transition planning, estate planning.

 

Education

Certified Private Wealth Advisor® certificant

Certified Financial Planner® professional

 

University of Wisconsin- Eau Claire, Business Finance

Yale School of Management - CPWA online program

In the community

Eau Claire Community Foundation - Investment Committee member

American Red Cross- past board member

Eau Claire Chamber of Commerce- professional education committee member

Junior Achievement