Jeffrey Lokken

Jeff has served as a wealth advisor since 1984. He 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 CEO of the firm before becoming chief investment officer at FIM Group, which joined Mercer Advisors in 2018.

In his role, Jeff draws on deep expertise in financial, tax, and business planning to design and implement comprehensive wealth management strategies. He is passionate about discovering clients’ goals, building long-term relationships, and celebrating their achievements.

Jeff’s journey into financial planning began in the classroom while teaching senior social studies at a high school, where he developed a unit on financial planning using curriculum from the College for Financial Planning. That experience sparked a lifelong passion for educating others. At his core, Jeff is an educator who enjoys making financial planning understandable and motivating for his clients.

He holds a B.S. from the University of Wisconsin La Crosse, an M.S. from Winona State University, and an M.S. from the College for Financial Planning. Jeff is also a CERTIFIED FINANCIAL PLANNER® Professional.

Outside the office, Jeff enjoys spending time with his wife and their five grandchildren. He plays guitar and sings in a 1960s rock and roll band, and he loves cheering on his grandchildren in their sports, music, and school activities. A lifelong resident of the La Crosse, Wisconsin area, Jeff appreciates the strong sense of community and family that surrounds him.