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Joseph Eckhardt

Advisor at Edward Jones

Updated today

Location

Lewistown, MT 59457

Credentials

CFP®, Series 66

Industry experience

22 years

About

Joseph Eckhardt is a financial advisor with Edward Jones in Lewistown, MT, holding CFP® and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in local business activities including ownership of a handyman and contractor LLC and membership in a real estate holding company, as well as serving on a review board for a local revolving loan fund. 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 services and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

216 W Main St

Lewistown, MT 59457

Most active in

Montana · Texas

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

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

Business activities & affiliations

Steven F

Series 63, Series 66

Lewistown, MT

Edward Jones

Steven Foran is a financial advisor at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2018 and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Mari K

CFP®, ChFC®, Series 66

Lewistown, MT

Edward Jones

Mari Krumwiede is a financial advisor at Edward Jones in Lewistown, MT, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2015 and has operated as self-employed since 1998. Outside of her advisory role, she officiates high school volleyball matches in Montana. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
user avatar

Amy C

Series 66

Lewistown, MT

Edward Jones

Amy Clark is a Series 66-licensed financial advisor with Edward Jones in Lewistown, MT, and has eight years of experience in the industry. Prior to joining Edward Jones, she worked at Stockman Bank and has also been involved in the food service sector, owning Sweet Pea Cakery, a custom cake and dessert business. Outside of her advisory role, she coaches U-16 girls volleyball in her local community. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Stefanie D

CFP®, Series 66

Lewistown, MT

Edward Jones

Stefanie Dubbs is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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