Jeffrey Lokken

Jeffrey Lokken

CFP®
Sr. Wealth Advisor

Good financial decisions require good information, clear goals, discipline to stay on plan, and minimizing or eliminating bad decisions.

Meet Jeff

Jeff is a Sr. Wealth Advisor based in Onalaska, Wisconsin. He has served as a Wealth Advisor since 1984. Jeff established a fee-only wealth management firm in 1989, which later merged with another firm to become Lokken, Chesnut and Cape in 1993. Jeff served as CIO of the firm before joining FIM Group, which was acquired by Mercer Advisors in 2018. He holds a B.S. degree from the University of Wisconsin La Crosse, an M.S. degree from Winona State University, and an M.S. degree from the College for Financial Planning. Jeff is also a CERTIFIED FINANCIAL PLANNER® professional.

Jeff’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jeff has focused experience in these areas:

His working style

Jeff is deliberate and patient as information is collected and analyzed, and goals are established for his clients. He strives to implement strategies that improve the probability of clients achieving their goals.

Jeff in real life

What keeps you busy outside of work?

I spend time with my family, including seven grandchildren. I also play in a 1960s rock-and -roll cover band.

What makes you tick?

I enjoy being part of helping clients successfully achieve their goals.

Favorite thing about where you live?

The La Crosse area is in a beautiful valley with many outdoor spaces to enjoy. We have great educational institutions, churches, and down-to-earth residents.

Meet Jeff’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jeff counts on — and how they work together to support you.
Donald Calcagni

Donald Calcagni

Chief Investment Officer

What Jeff Says

Don communicates complex portfolio issues in clear and concise manner for our clients.

Lucas Schwaller

Lucas Schwaller

Sr. Vice President

What Jeff Says

Lucas clearly communicates the mission of Mercer Advisors to prospective clients.

Nathan Schams

Nathan Schams

Client Service Specialist

What Jeff Says

Nathan is an amazing task master and extremely efficient at serving our clients.

Haana Frank

Haana Frank

Manager, Sr. Financial Planner

What Jeff Says

Haana has amazing financial planning skills and knowledge that helps us serve our clients.

Jason Sobolik

Jason Sobolik

Wealth Advisor

What Jeff Says

How you work together and why you recommend them. Jason is a team player. We often share financial strategies and consult with each other on complex financial planning topics to help our clients.

Ready to learn more?