Financial Advisors in Eau Claire, WI At IMA of Eau Claire we have a full team of financial advisers with over 170 years experience. We aren't just financial counselors, but also life coaches. We work diligently to help our clients work towards their financial goals. Learn more about our team here, and request your FREE consultation today! William (Bill) Bowers President 715.839.1006 715.839.6882 email@example.com Bill earned a Bachelor’s of Arts degree in Political Science from the University of Minnesota. He started his financial services career with IDS in 1983. In 1989, Bill started Investment Management Associates of Eau Claire, Inc. Read more Dale Robl Wealth Manager 715.839.1006 715.839.6882 firstname.lastname@example.org Dale strongly believes to provide quality advice about a client's finances requires an individualized approach. Managing investments must include considering a client's tax strategy, risk tolerances and time horizons. Read more Jessica Frank Office Manager 715-839-1006 715-839-6882 email@example.com Jessica Frank joined Investment Management Associates in 2018 as a client service associate upon graduating from the University of Wisconsin – Eau Claire, where she studied Business Management. Jessica assists with servicing our... Read more Russell (Russ) Hartsough Financial Advisor 715.839.1006 715.839.6882 firstname.lastname@example.org Russ is a native Wisconsinite and an Eau Claire resident for 36 years. Russ has been a financial advisor and investment advisor for 30 years in the Eau Claire area. Read more Leon (Lee) McMullen Financial Advisor 715.839.1006 715.839.6882 email@example.com Lee graduated in 1977 from UW-Eau Claire with a Bachelor of Business Administration degree after majoring in accounting. He has been a financial advisor with Investment Management Associates of Eau Claire, Inc. since its beginning. Read more Randall (Randy) Nelson Financial Advisor 715.839.1006 715.839.6882 firstname.lastname@example.org Randy just recently received his Master’s jacket for 25 years with Royal Alliance. Randy has been in the investment services for over 33 years. Over those years, he has helped many people achieve their goals. Read more Mitchell Sinz Financial Advisor 715-839-1006 715-839-6882 email@example.com Mitchell has over 6 years of experience in the financial services industry. His primary focus is on financial planning, retirement planning, portfolio design, and investment research. Mitchell graduated from the University of Wisconsin... Read more Alyssa Tollefson Marketing Manager 7158391006 7158396882 firstname.lastname@example.org After graduating from the University of Wisconsin - Whitewater in 2014 Alyssa helped various companies start and execute their marketing strategies with an emphasis on digital marketing. At IMA she helps us craft our entire marketing... Read more Christopher (Chris) Hasenberg Financial Advisor 715.839.1006 715.839.6882 email@example.com View Chris's website to learn more. Read more Heather Vavra Wealth Manager 7158391006 firstname.lastname@example.org To learn more about Heather, visit the Hasenberg Team's website! Read more Ashley Tyykila Client Service Associate 715-839-1006 715-839-6882 email@example.com Ashley joined IMA in 2018 after graduation from CVTC earning an associate's degree in the Executive Assistant program. Although newer to the industry, she has 14+ years of customer service experience and takes pride in making sure... Read more To request a meeting fill out the information below, and we will reach out to you shortly! Name Email Question Thank you! Oops!