JA Counter was founded in New Richmond, Wisconsin in 1976 as an insurance agency, specializing in individual life, health, and disability insurance and employee benefit planning. We later entered the securities arena, thus expanding the opportunity to adequately serve our client’s needs by offering stocks, bonds, mutual funds, variable annuities, variable universal life insurance, retirement planning, financial planning, estate planning, among the many other services offered by our firm.

In 1990, JA Counter became an Office of Supervisory Jurisdiction for Transamerica Financial Advisors, Inc., which provided us with the opportunity to supervise, support and service over 40 registered representatives in an eight-state area. Our firm has been awarded top production status repeatedly over the last ten years.