Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Tomahawk, WI 54487
Edward Jones
Institution
Blair Otterholt is a financial advisor at Edward Jones in Tomahawk, WI, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as an S3 Transportation Analyst in the United States Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Tomahawk, WI W Wisconsin Ave
211 W Wisconsin Ave
Tomahawk WI 54487
Advisors at this office
1
Texas · Wisconsin
14 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Tomahawk, WI
LPL Financial
Richard Tegge Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with LPL Financial since 2020 and has been associated with Wealth Strategy Group since 2009, previously spending 11 years with Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 66
Tomahawk, WI
Edward Jones
Jerome Morrison is a Series 66-licensed financial advisor with Edward Jones in Tomahawk, WI, bringing five years of industry experience. Prior to joining Edward Jones in 2020, he served 25 years in the United States Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.
CFP®, Series 63, Series 65
Tomahawk, WI
Wells Fargo Clearing
Steven Schumacher is a CFP® with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at large scale with over 14,000 advisors and approximately $671 billion in assets under management.
Series 66
Tomahawk, WI
LPL Financial
Sara Olsen is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2022 and previously spent five years with Commonwealth Financial Network. Additionally, she is involved with Mainstreet Investment Group LLC, which she has been affiliated with since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and asset management solutions, supported by advanced research tools and a large network of over 22,800 advisors.
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