Jeff Ellestad
Vice President & Relationship Manager
Wealth Management
Bio
Jeff Ellestad brings more than 12 years’ experience to his role in sourcing new business opportunities and managing client investments for Lake Ridge Bank’s Wealth Management Division. A holder of Series 7 and Series 66 licenses, he has honed specific knowledge in retirement planning, specifically targeting retirement income optimization, and he leverages that expertise in developing and maintaining relationships with both internal and external partners.
Education
Winona State University, College of Business
Community Involvement
Associate Board of Ambassadors, Coaches vs. Cancer Wisconsin – Past Chair
Being a true partner with my clients – offering guidance, celebrating milestones, and helping to build their legacies – that’s what it’s all about.”
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