Straight Arrow Financial Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Straight Arrow Financial Group is a small financial services practice based in Richfield, Wisconsin. It provides comprehensive financial planning and investment guidance to individuals and families, focusing on helping clients work toward their financial goals through personalized relationships, reliable guidance, and straightforward advice. The firm supports planning across areas such as generating income streams, healthcare considerations, and intergenerational financial education. Securities are offered through LPL Financial, with investment advice provided by Independent Advisor Alliance; the two entities are separate from LPL Financial. This arrangement places Straight Arrow Financial Group within the independent advisory segment of the financial services industry, combining broker-dealer and advisory relationships to support client planning. The staff is licensed to assist with a range of planning needs.

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