Our financial advice team

Joel Ratz

MBA

Financial Advisor

Caucutt, Krumenauer & Associates
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

  • Bachelor of Arts, Finance, University of Wisconsin - Eau Claire, Eau Claire, Wisconsin
  • Master of Business Administration, University of Wisconsin MBA Consortium, Eau Claire, Wisconsin