Jeff Ellestad

Vice President & Relationship Manager

Wealth Management

Phone Email LinkedIn
Lake Ridge Bank Logo Top

Bio

Jeff Ellestad has been a valued member of Lake Ridge Bank’s Wealth Management Division for more than 10 years, helping individuals, families, and business owners navigate the complexities of wealth management. He provides comprehensive guidance across investment management, financial planning, retirement planning, estate planning coordination, and wealth transfer strategies.

Jeff is known for his relationship-focused approach, and he enjoys collaborating with clients and professional partners to develop personalized strategies designed to support his clients’ long-term financial success.

Education
Winona State University, College of Business

Community Involvement
Madison Estate Council – Board Member
Coaches vs. Cancer Wisconsin – Past Chair Member on Associate Board of Ambassadors

Lake Ridge Bank Logo Bottom
Quote

Being a true partner with my clients – offering guidance, celebrating milestones, and helping to build their legacies – that’s what it’s all about.”

Let's Talk!

This field is hidden when viewing the form
This field is hidden when viewing the form

Banknotes Blog

View All Posts
person typing on laptop

How to Stay Safe on Public Wi-Fi

Public Wi-Fi at coffee shops, airports, hotels, and other public places makes it easy to stay connected while you are on the go. However, public networks may not offer the same protections as your home
Read Post
Meet Stanley

Meet Your Banker: Stanley Koopmans

Stanley Koopmans, MBASenior VP – Business Banking Sales Manager(608) 849-2778341 W. Cottage Grove Road, Cottage GroveSKoopmans@lakeridge.bank What is your role at the bank? One aspect of my job as Business Banking Sales Manager that I
Read Post
buisnessmen looking out over manufacture

Making Banking Easier: Is it Better to Buy or Lease Equipment?

A variety of industries rely on equipment to function efficiently and effectively, including: Many business owners and public entities utilize commercial loans to meet a variety of financial needs, but did you realize that banking
Read Post
woman holding on mans arm

Preparing for Retirement: Ways to Build Wealth Beyond Your Business

For many business owners, the land, building, equipment and proprietary client list associated with the business become both your income generator and the majority of your net worth. Making your business your primary source of
Read Post