Meet Our Investment
Advisor Representative

Paul R. Coggins
CERTIFIED FINANCIAL PLANNER ™ Professional
Registered Representative of
Infinex Investments, Inc.

P.O. Box 183
Mauston, WI 53948

Phone: (608) 847-2558
pcoggins@infinexgroup.com

ABOUT PAUL

Paul provides personalized investment and wealth management solutions to individuals and businesses. He comes to BOM investment Group with more than 39 years of investment experience. He is a fully qualified Certified Financial Planner Professional.

Specializing in the areas of

  • Wealth Accumulation
  • Business Succession Planning
  • Wealth Distribution
  • Wealth Transfer Strategies

Paul is committed to upholding the highest traditions of personal financial planning for his clients. He firmly believes that individuals need and deserve to work with an investment professional who focuses on their unique situations, and has a passion to help clients reach their goals and fulfill their financial dreams.

Investment Services

Products Include

  • Retirement Planning
  • Wealth Planning
  • Insurance: Life, Disability
    & Long Term Care
  • College Savings
  • Retirement Plans for
    Businesses
  • Mutual Funds
  • Annuities
  • Stocks
  • Bonds
  • IRAs
  • 401ks

Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC

 

Not Guaranteed by the Bank Not FDIC Insured Not a Deposit
Not Insured by Any Federal Government Agency May Lose Value Including Loss of Principal

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BOM Investment Group is a trade name of the bank. Infinex and The Bank of Mauston are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.