Edward Jones - Financial Advisor: Lenny Bakken, CFP®|AAMS®|CKA®

Services Offered

• retirement planning
• education savings strategies
• investment management
• tax-efficient investing

About

Lenny Bakken is a Certified Financial Planner (CFP®) and financial advisor based in Tomah, Wisconsin. He provides investment guidance and financial planning services to individuals and families in the local community. Lenny specializes in preparing clients for retirement, saving for education, and implementing tax-smart investment strategies. Through face-to-face consultations, he aims to help clients achieve their financial goals.

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