Alex Egstad

Alex is a financial advisor at Egstad Wealth Management, focusing on comprehensive financial plans while providing exceptional client support and education. With a solid foundation in corporate finance from his previous role as a Senior Analyst at the Kohler Company, Alex has honed his expertise in analyzing financials and guiding clients in optimizing their resources. He holds a Bachelor of Business Administration in Finance from UW-Whitewater and has deep roots in the community, having grown up in Tomah and now serving on several local boards and finance committees.

Outside of his professional life, Alex values time spent with family enjoying the great outdoors. He and his wife Allysa recently welcomed their son, Matthew, to the family this spring. They enjoy hiking and camping as a family along with their dog, Nali, at Wisconsin’s beautiful state parks. He also enjoys golfing, hunting, and fishing. Their family is also on a mission to visit all 63 US National Parks.

Alex holds his Series 7 and 66 securities registrations through LPL Financial as well as Life, Accident & Health, Variable Life/ Variable Annuities Agent licenses.

Registered States:

AL, AZ, CA, FL, IN, MN, OK, TX, WI, WY