Andrew Lochner. (Contributed)

Stevens Point financial advisor named to national ‘Advisors to Watch’ list

By Patrick Lynn

STEVENS POINT — Andrew Lochner, a private wealth advisor with Alacrity Wealth Advisors, a private practice of Ameriprise Financial, has been named one of the top “Advisors to Watch Under $1 Billion” by AdvisorHub, a national publication focused on the wealth management industry.

Lochner, who holds the CFP, ChFR, and APMA designations, was recognized for his growth, the quality of his practice, and his professional character. The list honors financial advisors managing less than $1 billion in assets, evaluating nominees based on several criteria, including client relationships and acquisitions, years of experience, community involvement, and the makeup of their advisory teams.

“I’m honored to be included among such talented professionals,” Lochner said in a statement. “This recognition reflects the commitment we make every day to serve our clients with clarity and purpose.”

The ranking is based on performance data from the previous two years and does not predict future outcomes, according to AdvisorHub. Advisors are selected based on a combination of scale, growth, and professionalism.

Lochner provides personalized financial planning services through one-on-one relationships with clients. His office is located at 3241A Business Park Drive in Stevens Point.

Ameriprise Financial, founded in 1894, supports approximately 10,000 financial advisors across the country, offering investment, asset management, and insurance services.

For more information, contact Alacrity Wealth Advisors at 715-341-6657.