Lynn Haefs

Lynn E. Haefs-Registered Client Associate-Partner*

Lynn has been working in the financial services industry for over 30 years, specializing in managing the administrative and communication functions of the Ledgevest Financial team. She works directly with clients on account maintenance, required minimum distributions from retirement accounts and all other asset movements.  Lynn is a Notary Public and as such is authorized and commissioned by the State of Wisconsin to witness signatures on documents.

Outside the office, Lynn has been very involved in her community.  She held various positions with the Lomira FFA Alumni Association, including being the Treasurer for over 16 years.  In 2019 Lynn became a Lifetime Member of the National FFA Organization.  She was also a Sunday School Teacher and Secretary of the Administrative Board at Trinity Methodist Church.

Lynn and her husband Kevin reside on their small farm outside of Lomira.  Together, they have a son and a daughter as well as three grandsons that keep them busy in their spare time.  Some of Lynn’s hobbies include caring for their animals and property, as well as UTV’ing Up North, when time permits.

Registered administrative assistant of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.