As a Wealth Manager, Bill prides himself in taking the time to create personal, customized recommendations for each client. "I really enjoy helping clients work with investment options and plan for their family's future. Helping people make decisions they are comfortable with has always been my approach."
Bill brings nearly 26 years of experience as a wealth manager, including 25 years with Monona Investment Services. Bill holds a Retirement Income Certified Professional Designation® (RICP®) from the American College of Financial Services. With qualifications including Series 7 and Series 63 registrations, which he holds through LPL, and Life and Health licenses, Bill is able to offer access to a wide range of services.
Bill enjoys working within the community bank atmosphere because it allows him to get to know his clients well. Bill is a member of the East Madison Monona Optimists and is active in Sun Prairie youth football. Bill and his family are also involved in Dane County 4H equestrian sports.
While his office is located at our Bridge Road location, Bill can meet with you at whichever of our nine locations is most convenient for you.
Contact Bill by phone at (608) 223-2190 or by e-mail at: email@example.com.
You are also invited to schedule an initial free, no obligation retirement or education consultation session. Bill would be happy to review your insurance or investments as well.
Bill Czaplewski may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IL, MI, MN, MT, NC, PA, WA and WI.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Monona Bank and Monona Investment Services
are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Monona Investment Services, and may also be employees of Monona Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Monona Bank or Monona Investment Services. Securities and insurance offered through LPL or its affiliates are: