Cole Gustke, CFP®
Cole serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Cole has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as a financial advisor for an independent investment advisory firm.
Cole earned a Bachelor of Business Administration degree in finance, investment & banking from the University of Wisconsin-Madison. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Cole and his wife, Cidney, reside in the Wausau area. In his spare time, Cole enjoys golfing, fishing and spending time with his family. He is also active in the community, serving on several local non-profit boards.
Articles by Cole Gustke, CFP®
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