Investments

Bill Czaplewski

Wealth Manager

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 38 years of experience as a financial advisor, including 25 years with Monona Bank. 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: william.czaplewski@lpl.com.

You are also invited to schedule a free, no obligation retirement or education consultation session. Bill would be happy to review your insurance or investments as well. These sessions are purely informative, with no obligation or pressure. For details about the topics covered in each session, click below:

Retirement Planning Session

Education Planning Session


Contact Bill today to learn more about how he can help you plan your financial future, or visit his LPL Financial websiteBill Czaplewski may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IL, MN, MT, NC, PA and WI.

Bill's office is located at:

Monona Bank
Bridge Road Location, 1st Floor
6430 Bridge Road
Monona, WI 53713


Paula Possin

Wealth Manager

As a Wealth Manager, Paula enjoys working with her clients to help ensure they have a customized and comprehensive financial plan. “Helping clients work on pursuing their financial goals is very rewarding. I want clients to know that I care about their financial well-being, and that I’ll spend the time to make sure they feel comfortable with their financial decisions.”

Paula brings more than 9 years of experience as a financial advisor.  She’s worked as a financial professional after very satisfying careers in teaching and the legal industry.  Paula received her undergraduate degree in Education and a Juris Doctor (Law) degree from UW-Madison.  With qualifications including Series 7, 65 and 63 registrations, which she holds through LPL, as well as Life and Health licenses, Paula is able to offer access to a wide range of services.

Paula is active with the Madison South Rotary and Badger Prairie Needs Network while also being a lover of the arts.  While her office is located at our Cottage Grove location, Paula and her staff can meet with you at whichever of our nine locations is most convenient for you.

Contact Paula by phone at (608) 443-1983 or by e-mail at: paula.possin@lpl.com.

You are also invited to schedule a free, no obligation retirement or education planning session. Planning sessions are purely informative, with no obligation or pressure. For details about the topics covered in each planning session, click below:

Retirement Planning Session

Education Planning Session


Paula Possin may only discuss and/or transact securities business with residents of Wisconsin.

Paula’s office is located at:

Monona Bank
Cottage Grove location
341 W. Cottage Gove Road
Cottage Grove, WI 53527


Securities and advisory services offered through LPL Financial, a registered investment advisor. 
Member FINRA / SIPC
Insurance products offered through LPL Financial or its licensed affiliates. 
Monona Bank and Monona Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

 

 

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Retirement Planning Session

Whether you're close to retirement or have not yet started to plan, you can benefit from a free, no obligation, retirement planning session. Planning sessions are a great tool in determining or fine-tuning your retirement goals and investment strategies. Each session is customized to your needs, and can include:

The free, no obligation, retirement planning sessions are available with Bill Czaplewski, Wealth Manager. During a planning session Bill will help you determine your goals, evaluate your current plan, and offer advice.

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Education Planning Session

Have you planned for your child's education expenses yet? Whether you'd like an evaluation of your current plan, or have not yet started to plan, you can benefit from a free, no obligation, education planning session.

Planning sessions are a great way to explore the options available when saving for your childrens' education. Your session will provide you with valuable information to aid you in clarifying or fine-tuning your goals and investment strategies. Each session is customized to your needs, and can include:

The free, no obligation, education planning sessions are available with Bill Czaplewski, Wealth Manager. During a planning session Bill will help you determine your goals, evaluate your current plan, and offer advice.

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