What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 12pm

Schulfer & Associates, LLC Wealth Management, 1417 Main Street, Stevens Point, WI (2026)

Through the stages of wealth accumulation, retirement income distribution, and family legacy planning, we create lifetime relationships with our clients and their families based upon genuine care, clear communication, and mutual commitment. Our Value Proposition: Organize. We will help you organize your finances, manage your investments, and work toward preserving your money. The core values of o

ur wealth planning and investment management strategies are independent advice, high level research, and active, tactical management of investment accounts.

• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/26/2026

Meet Schulfer & Associates Wealth Management Staff! - Elijah Kollock, Wealth Management Client Services Specialist

This week, we're revisiting our Staff Spotlight video series.

These short features are designed to help you get to know the members of our team and the important roles they play in supporting your wealth management journey with our signature White Glove service.

Elijah Kollock at Schulfer & Associates Wealth Management
This week's video features Elijah Kollock, our Wealth Management Client Services Specialist.

Elijah explains how he first worked with Schulfer and Associates as an intern in 2024, then pursued and achieved his Masters degree in economics from Marquette University, and has returned to the team to continue to work with clients.

In his role as a Wealth Management Client Services Specialist, Elijah handles many of the details of wealth management, from opening up accounts, to meeting client requests, and more.

Hear from Elijah Kollock, our Wealth Management Client Services Spe...

08/25/2026

Investments offer Different Ways to Make Money

By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author

Investors often forget that there are different ways to make money in investments. Broadly speaking, investments can have a capital appreciation component as well as an income element. Here’s where investors can short change themselves (pun intended) in their thinking.

In periods of market volatility, investors commonly focus on daily price changes of stocks, mutual funds or even the S&P 500 when values fluctuate every day that markets are open. Capital appreciation or a capital loss doesn’t happen though, until you sell. You haven’t really “made” money or “lost” money until you sell, because the capital appreciation or capital loss is based upon the price you bought versus the price you sold.

Many stocks and mutual funds pay out dividends, which is a way for companies to share their profits with shareholders. Dividends are the “income” element, and since they are an accumulated portion of profits, are often paid quarterly, or on another schedule determined by their boards of directors. Therefore, dividends are not reflected daily and are often forgotten when investors hyper focus on daily market fluctuations. Dividends can often be taken as cash or reinvested into more shares.

Investors often forget that there are different ways to make money in investments.

08/24/2026

** Highlights from our Team **

We are continuing to revisit our Staff Spotlight video series!

These short features are designed to help you get to know the members of our team and the important roles they play in supporting your wealth management journey with our signature White Glove service.

Today, we're featuring LouAnn Schulfer and "The Story of the Wealth InFormation Lady."

LouAnn's guiding principle is that wealth is always in formation, and that the quality of the information you receive and act upon can have a profound impact on your long-term success.

We invite you to watch and learn more about LouAnn’s story and the philosophy that inspires our work and our commitment to helping clients make informed financial decisions.

Hear from The Wealth InFormation Lady® herself, LouAnn Schulfer, ab...

08/18/2026

Are You a Proactive or Reactive Investor?

By LouAnn Schulfer, AWMA®, AIF®, The Wealth InFormation Lady®, Accredited Wealth Management Advisor℠, Accredited Investment Fiduciary® , Published Author

Wealth is always In Formation and the quality of the information that you receive and act upon, shapes your long term success. Keep in mind the key words “act upon” as you read on.

Investing is a long-term endeavor and fortunately, has been a positive experience for many investors for the past few years. It’s easy to participate in volatile investments when the volatility is to the upside! It’s also a good time to be reminded that volatility to the downside is inevitable, and an expected part of the investing process. I like to remind my clients of that expectation when things are going well so that they do not stress when the direction turns: they’ve been prompted not to be reactive.

Thinking back to 2022 reminds us that participating in equity, bond and even alternative investment markets required a tolerance for volatility. I always say, half-jokingly but with 100% truth to my clients, that we all like volatility when it is to the up-side, but the downside fluctuations are where our patience and our portfolios can be tested. When this happens, and it will, remember to hang in there. Investing is for the long-term, not to be confused with day-trading, where one would get in and out of their investments with swift reaction to short-term events, potentially missing out on some of the best days.

We all like volatility when it is to the up-side, but the downside fluctuations are where our patience and our portfolios can be tested.

08/12/2026

** Highlights from our Team **

Meet the Wealth Information Team!
Gene Schulfer, Accredited Wealth Management Advisor, Co-Owner, and Managing Partner of Operations

This week, we’re revisiting a series of staff spotlight videos created by our Wealth Information Team here at Schulfer & Associates Wealth Management.

These short features help clients get to know the individuals who support your planning, day‑to‑day account needs, and deliver the services you rely on, with our signature White Glove Service.

For today's highlight, Gene Schulfer, an Accredited Wealth Management Advisor, and our Managing Partner of Operations, discusses his dual role at Schulfer & Associates.

As a Wealth Management Advisor, Gene serves his clients, some of whom he has advised for over 20 years.

As a Co-Owner and Managing Partner of Operations, Gene has helped to develop our sophisticated systems, processes, and workflows, pursuing Schulfer & Associates' vision to provide a boutique level, White Glove Experience.

Watch the video to learn more about Gene's roles at Schulfer & Associates Wealth Management.

Hear from Gene Schulfer, an Accredited Wealth Management Advisor, a...

Address

1417 Main Street
Stevens Point, WI
54481

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 12pm

Telephone

+17153439600

Website

http://www.SchulferAndAssociates.com/

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