Lokken Chesnut & Cape, Incorporated is a large advisory firm based in La Crosse. It manages $125.3 million of regulatory assets for 323 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Minnesota, and Wisconsin.
Lokken Chesnut & Cape, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lokken Chesnut & Cape, Incorporated is $125.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lokken Chesnut & Cape, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Alan Reindl has been acting as President since 1 Sep 1998. Michael Joseph Falbo joined the executive team most recently as the Chairman Of Board.
The principal office where Lokken Chesnut & Cape, Incorporated performs its advisory services is located at 201 Main St Ste 200, La Crosse, WI 54601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-782-6470 or by fax 608-782-7880. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.lccape.com.