Harmony Rose Tchaikovski

Advisor at Edward Jones — Cedarburg, WI W61 N306 Washington Ave

Updated today

Credentials

Series 66

Experience

4 years

Location

Cedarburg, WI 53012

Edward Jones logo

Edward Jones

Institution

Total advisors

24,179

Across 14,131 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Harmony Tchaikovski is a financial advisor at Edward Jones in Cedarburg, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Harmony worked in various roles at Jockey International, Blain's Supply, Kohl's Department Stores, Lands' End, and North Shore Bank. She communicates with tenants of a rental property owned by her husband. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Occupation focus

Sales Professional

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Fee options

Percentage

$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)

Other

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.

Location

See office

Cedarburg, WI W61 N306 Washington Ave

W61 N306 Washington Ave, Ste 202

Cedarburg WI 53012

Advisors at this office

3

Most active in

Texas · Wisconsin

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

St. Louis, MO

Unemployed

2022 - 2022 • 1 year

West Allis, WI

Jockey International

2021 - 2022 • 1 year

Kenosha, WI

Blain's Supply

2021 - 2021 • 1 year

Janesville, WI

Unemployed

2020 - 2021 • 1 year

West Allis, WI

Kohl's Department Stores

2017 - 2020 • 3 years

Menomonee Falls, WI

Lands' End

2017 - 2017 • 1 year

Dodgeville, WI

North Shore Bank

2016 - 2017 • 1 year

Grafton, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
user avatar

Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
user avatar

Luke L

CFA®

Mequon, WI

Founder360° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
user avatar

Brian C

CFP®, Series 63, Series 66

Whitefish Bay, WI

Clarke Financial Counsel, LLC

Brian Clarke is a CFP® professional with 22 years of industry experience. He is the sole advisor at Clarke Financial Counsel, LLC, an independent firm he founded after previous roles at Financial Strategies, Incorporated, PNC Wealth Management, and Valic Financial Advisors. Clarke also provides advisory services to clients of Financial Strategies, Inc. separate from his work at Clarke Financial Counsel. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients, focusing on comprehensive, project-based planning without investment management or custody of assets. The firm emphasizes hourly and fixed-fee arrangements and provides services including retirement and estate planning, tax and business planning, and equity compensation guidance.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
user avatar

Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
user avatar

Ryan G

Series 65

Fox Point, WI

Premium Alpha Capital, LLC

Ryan Green is a financial advisor at Premium Alpha Capital, LLC with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.

Active portfolio management Options & derivatives strategies Passive / index investing
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