Broker Check
Alex Otto

Alex Otto

Wealth Advisor

920-272-2273

Alex@lakeedgewealth.com

As a wealth advisor, I have a strong passion for helping people navigate their financial lives with clarity, honesty, and purpose. I graduated from the University of Wisconsin–Eau Claire in December 2024 with a major in Finance and a minor in Entrepreneurship, which gave me a solid foundation in both technical knowledge and relationship‑driven service.

I got my start in the finance world through an investment internship during college, where I quickly realized that the best part of the job was meeting with clients, having real conversations, and helping people along their financial journey. After graduating, I jumped straight into the industry as a paraplanner which led me to joining Lake Edge as a Wealth Advisor. I hold my Series 7 and Series 66 licenses, along with life and health insurance licenses.

I value honesty, clear communication, a good sense of humor, and strong community. My faith and church are the most important parts of my life and shape how I approach both my work and relationships, with integrity, care, and intention.

Outside of work, you’ll usually find me fishing, golfing, or playing in volleyball leagues. I also spend a lot of my time working out, reading my Bible, praying, and volunteering. I strive to live out my faith daily and serve others in everything I do.