Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Resident of Chippewa Falls, Wisconsin – Education: Graduate of University of Wisconsin - Stout in Menomonie, WI

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Heather joined Investment Management in May of 2014. She is *Series 7 Securities Registered, *Series 66 Investment Advisor Representative Registered, as well as, Insurance Intermediary licensed in both Wisconsin and Minnesota for life...

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Brenna joined Investment Management in July of 2014. She is *Series 7 and *Series 66 licensed as an Investment Advisor Representative. She received her bachelor’s degree in Business Management with a Human Resource emphasis from...

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Debbie has been with Investment Management Associates since October 1997. She has had various administrative duties over the years working at Investment Management Associates with her primary duty of processing paperwork.

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Rhonda joined our team at Investment Management Associates in August of 2012. With previous experience in the financial field, as well as, years of administrative experience she adds many great qualities to our team. She enjoys helping...

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Cheryl joined Investment Management Associates in November 2018. She brings years of customer service, education, and analytical thinking to her role. Seminars, events, and client appointments let her detail serve people when not doing...

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Jordan Hasenberg

Client Services Associate

(715) 839-6566

Jordan joined Investment Management in January of 2020. He received his bachelor's degree in Information Technology Management with a minor in Project Management from the University of Wisconsin-Stout, and has over 8 years of customer...

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